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 | $107,412 | $95,803+12.1% | $113,168-5.1% | $84,808+26.7% |
| Participation rate | 98.0% | 72.9%+25.2pp | 76.6%+21.5pp | 68.3%+29.7pp |
| Annual return | 17.77% | 25.00%-7.2pp | 24.27%-6.5pp | 40.90%-23.1pp |
| Employer contribution / active EE | $3,654 | $2,360+54.8% | $2,975+22.8% | $2,631+38.9% |
| Participant deferral / active EE | $5,285 | $4,242+24.6% | $5,107+3.5% | $4,212+25.5% |
| Admin fee / account holder | $5,698 | $8,989-36.6% | $12,068-52.8% | $7,344-22.4% |