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 | $98,547 | $101,724-3.1% | $164,813-40.2% | $80,856+21.9% |
| Participation rate | 98.3% | 71.8%+26.4pp | 78.6%+19.7pp | 67.6%+30.6pp |
| Annual return | 13.94% | 16.72%-2.8pp | 69.93%-56.0pp | 35.59%-21.7pp |
| Employer contribution / active EE | $1,222 | $2,953-58.6% | $4,341-71.8% | $2,755-55.6% |
| Participant deferral / active EE | $4,830 | $4,477+7.9% | $6,031-19.9% | $4,296+12.4% |
| Admin fee / account holder | $1,393 | $8,227-83.1% | $12,690-89.0% | $6,918-79.9% |