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 | $103,850 | $117,983-12.0% | $101,794+2.0% | $142,382-27.1% |
| Participation rate | 90.0% | 74.2%+15.8pp | 69.2%+20.8pp | 80.1%+9.9pp |
| Annual return | 14.97% | 36.92%-21.9pp | 30.53%-15.6pp | 217.08%-202.1pp |
| Employer contribution / active EE | $3,489 | $2,773+25.8% | $2,289+52.4% | $4,299-18.8% |
| Participant deferral / active EE | $6,713 | $4,714+42.4% | $4,084+64.4% | $6,507+3.2% |
| Admin fee / account holder | $5,923 | $10,433-43.2% | $8,777-32.5% | $12,624-53.1% |