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 | $111,140 | $95,803+16.0% | $113,168-1.8% | $84,808+31.1% |
| Participation rate | 95.0% | 72.9%+22.1pp | 76.6%+18.4pp | 68.3%+26.7pp |
| Annual return | 15.34% | 25.00%-9.7pp | 24.27%-8.9pp | 40.90%-25.6pp |
| Employer contribution / active EE | $2,691 | $2,360+14.0% | $2,975-9.5% | $2,631+2.3% |
| Participant deferral / active EE | $4,304 | $4,242+1.5% | $5,107-15.7% | $4,212+2.2% |
| Admin fee / account holder | $12,676 | $8,989+41.0% | $12,068+5.0% | $7,344+72.6% |