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 | $93,819 | $95,803-2.1% | $113,168-17.1% | $84,808+10.6% |
| Participation rate | 81.6% | 72.9%+8.7pp | 76.6%+5.0pp | 68.3%+13.3pp |
| Annual return | 19.32% | 25.00%-5.7pp | 24.27%-4.9pp | 40.90%-21.6pp |
| Employer contribution / active EE | $3,546 | $2,360+50.3% | $2,975+19.2% | $2,631+34.8% |
| Participant deferral / active EE | $5,603 | $4,242+32.1% | $5,107+9.7% | $4,212+33.0% |
| Admin fee / account holder | $5,506 | $8,989-38.7% | $12,068-54.4% | $7,344-25.0% |