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 | $107,959 | $127,065-15.0% | $113,168-4.6% | $142,382-24.2% |
| Participation rate | 89.5% | 79.2%+10.3pp | 76.6%+12.9pp | 80.1%+9.4pp |
| Annual return | 15.81% | 24.03%-8.2pp | 24.27%-8.5pp | 217.08%-201.3pp |
| Employer contribution / active EE | $2,258 | $3,442-34.4% | $2,975-24.1% | $4,299-47.5% |
| Participant deferral / active EE | $4,812 | $5,716-15.8% | $5,107-5.8% | $6,507-26.0% |
| Admin fee / account holder | $23,976 | $15,736+52.4% | $12,068+98.7% | $12,624+89.9% |