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 | $101,559 | $95,803+6.0% | $113,168-10.3% | $84,808+19.8% |
| Participation rate | 78.8% | 72.9%+6.0pp | 76.6%+2.3pp | 68.3%+10.5pp |
| Annual return | 27.14% | 25.00%+2.1pp | 24.27%+2.9pp | 40.90%-13.8pp |
| Employer contribution / active EE | $1,586 | $2,360-32.8% | $2,975-46.7% | $2,631-39.7% |
| Participant deferral / active EE | $6,504 | $4,242+53.3% | $5,107+27.4% | $4,212+54.4% |
| Admin fee / account holder | $6,214 | $8,989-30.9% | $12,068-48.5% | $7,344-15.4% |