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 | $103,673 | $95,803+8.2% | $113,168-8.4% | $84,808+22.2% |
| Participation rate | 79.3% | 72.9%+6.4pp | 76.6%+2.7pp | 68.3%+11.0pp |
| Annual return | 13.81% | 25.00%-11.2pp | 24.27%-10.5pp | 40.90%-27.1pp |
| Employer contribution / active EE | $1,106 | $2,360-53.2% | $2,975-62.8% | $2,631-58.0% |
| Participant deferral / active EE | $2,601 | $4,242-38.7% | $5,107-49.1% | $4,212-38.2% |
| Admin fee / account holder | $2,107 | $8,989-76.6% | $12,068-82.5% | $7,344-71.3% |