See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,629 | $95,803+18.6% | $113,168+0.4% | $84,808+34.0% |
| Participation rate | 91.2% | 72.9%+18.4pp | 76.6%+14.7pp | 68.3%+22.9pp |
| Annual return | 15.74% | 25.00%-9.3pp | 24.27%-8.5pp | 40.90%-25.2pp |
| Employer contribution / active EE | $860 | $2,360-63.6% | $2,975-71.1% | $2,631-67.3% |
| Participant deferral / active EE | $6,960 | $4,242+64.1% | $5,107+36.3% | $4,212+65.3% |
| Admin fee / account holder | $4,456 | $8,989-50.4% | $12,068-63.1% | $7,344-39.3% |