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 | $103,790 | $95,803+8.3% | $113,168-8.3% | $84,808+22.4% |
| Participation rate | 98.4% | 72.9%+25.6pp | 76.6%+21.9pp | 68.3%+30.1pp |
| Annual return | 16.12% | 25.00%-8.9pp | 24.27%-8.1pp | 40.90%-24.8pp |
| Employer contribution / active EE | $3,710 | $2,360+57.2% | $2,975+24.7% | $2,631+41.0% |
| Participant deferral / active EE | $6,444 | $4,242+51.9% | $5,107+26.2% | $4,212+53.0% |
| Admin fee / account holder | $5,021 | $8,989-44.1% | $12,068-58.4% | $7,344-31.6% |