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 | $103,316 | $95,803+7.8% | $113,168-8.7% | $84,808+21.8% |
| Participation rate | 87.0% | 72.9%+14.1pp | 76.6%+10.4pp | 68.3%+18.7pp |
| Annual return | 12.76% | 25.00%-12.2pp | 24.27%-11.5pp | 40.90%-28.1pp |
| Employer contribution / active EE | $3,470 | $2,360+47.1% | $2,975+16.6% | $2,631+31.9% |
| Participant deferral / active EE | $4,994 | $4,242+17.7% | $5,107-2.2% | $4,212+18.6% |
| Admin fee / account holder | $19,563 | $8,989+117.6% | $12,068+62.1% | $7,344+166.4% |