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 | $104,151 | $109,413-4.8% | $156,263-33.3% | $84,808+22.8% |
| Participation rate | 96.7% | 72.7%+24.0pp | 78.9%+17.8pp | 68.3%+28.4pp |
| Annual return | 15.92% | 20.18%-4.3pp | 59.47%-43.5pp | 40.90%-25.0pp |
| Employer contribution / active EE | $3,339 | $2,907+14.8% | $4,333-23.0% | $2,631+26.9% |
| Participant deferral / active EE | $3,541 | $4,590-22.8% | $6,158-42.5% | $4,212-15.9% |
| Admin fee / account holder | $7,241 | $9,357-22.6% | $14,255-49.2% | $7,344-1.4% |