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 | $111,162 | $95,803+16.0% | $113,168-1.8% | $84,808+31.1% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 13.93% | 25.00%-11.1pp | 24.27%-10.3pp | 40.90%-27.0pp |
| Employer contribution / active EE | $2,746 | $2,360+16.3% | $2,975-7.7% | $2,631+4.4% |
| Participant deferral / active EE | $3,545 | $4,242-16.4% | $5,107-30.6% | $4,212-15.8% |
| Admin fee / account holder | $8,260 | $8,989-8.1% | $12,068-31.6% | $7,344+12.5% |