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 9-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 | $104,634 | $95,803+9.2% | $113,168-7.5% | $84,808+23.4% |
| Participation rate | 72.1% | 72.9%-0.8pp | 76.6%-4.5pp | 68.3%+3.8pp |
| Annual return | 18.55% | 25.00%-6.5pp | 24.27%-5.7pp | 40.90%-22.3pp |
| Employer contribution / active EE | $1,791 | $2,360-24.1% | $2,975-39.8% | $2,631-31.9% |
| Participant deferral / active EE | $4,883 | $4,242+15.1% | $5,107-4.4% | $4,212+15.9% |
| Admin fee / account holder | $4,716 | $8,989-47.5% | $12,068-60.9% | $7,344-35.8% |