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 | $96,628 | $95,803+0.9% | $113,168-14.6% | $84,808+13.9% |
| Participation rate | 86.4% | 72.9%+13.5pp | 76.6%+9.8pp | 68.3%+18.1pp |
| Annual return | 16.05% | 25.00%-9.0pp | 24.27%-8.2pp | 40.90%-24.9pp |
| Employer contribution / active EE | $3,831 | $2,360+62.3% | $2,975+28.8% | $2,631+45.6% |
| Participant deferral / active EE | $9,125 | $4,242+115.1% | $5,107+78.7% | $4,212+116.7% |
| Admin fee / account holder | $12,601 | $8,989+40.2% | $12,068+4.4% | $7,344+71.6% |