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 | $108,888 | $95,803+13.7% | $113,168-3.8% | $84,808+28.4% |
| Participation rate | 90.3% | 72.9%+17.5pp | 76.6%+13.8pp | 68.3%+22.0pp |
| Annual return | 33.57% | 25.00%+8.6pp | 24.27%+9.3pp | 40.90%-7.3pp |
| Employer contribution / active EE | $2,159 | $2,360-8.5% | $2,975-27.4% | $2,631-17.9% |
| Participant deferral / active EE | $4,951 | $4,242+16.7% | $5,107-3.1% | $4,212+17.6% |
| Admin fee / account holder | $1,422 | $8,989-84.2% | $12,068-88.2% | $7,344-80.6% |