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 | $95,691 | $89,698+6.7% | $103,476-7.5% | $80,856+18.3% |
| Participation rate | 94.2% | 76.0%+18.2pp | 80.5%+13.7pp | 67.6%+26.6pp |
| Annual return | 13.96% | 22.78%-8.8pp | 23.90%-9.9pp | 35.59%-21.6pp |
| Employer contribution / active EE | $3,036 | $4,018-24.4% | $4,672-35.0% | $2,755+10.2% |
| Participant deferral / active EE | $8,937 | $5,456+63.8% | $6,623+34.9% | $4,296+108.0% |
| Admin fee / account holder | $18,399 | $6,768+171.9% | $9,413+95.5% | $6,918+166.0% |