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 | $99,919 | $109,413-8.7% | $156,263-36.1% | $84,808+17.8% |
| Participation rate | 96.7% | 72.7%+24.0pp | 78.9%+17.8pp | 68.3%+28.4pp |
| Annual return | 17.17% | 20.18%-3.0pp | 59.47%-42.3pp | 40.90%-23.7pp |
| Employer contribution / active EE | $3,165 | $2,907+8.9% | $4,333-27.0% | $2,631+20.3% |
| Participant deferral / active EE | $6,686 | $4,590+45.7% | $6,158+8.6% | $4,212+58.8% |
| Admin fee / account holder | $12,630 | $9,357+35.0% | $14,255-11.4% | $7,344+72.0% |