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 | $100,297 | $95,803+4.7% | $113,168-11.4% | $84,808+18.3% |
| Participation rate | 91.2% | 72.9%+18.3pp | 76.6%+14.6pp | 68.3%+22.9pp |
| Annual return | 16.17% | 25.00%-8.8pp | 24.27%-8.1pp | 40.90%-24.7pp |
| Employer contribution / active EE | $1,641 | $2,360-30.4% | $2,975-44.8% | $2,631-37.6% |
| Participant deferral / active EE | $6,113 | $4,242+44.1% | $5,107+19.7% | $4,212+45.2% |
| Admin fee / account holder | $1,938 | $8,989-78.4% | $12,068-83.9% | $7,344-73.6% |