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 | $101,429 | $95,803+5.9% | $113,168-10.4% | $84,808+19.6% |
| Participation rate | 86.0% | 72.9%+13.2pp | 76.6%+9.5pp | 68.3%+17.7pp |
| Annual return | 15.17% | 25.00%-9.8pp | 24.27%-9.1pp | 40.90%-25.7pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,171 | $4,242-48.8% | $5,107-57.5% | $4,212-48.5% |
| Admin fee / account holder | $1,353 | $8,989-84.9% | $12,068-88.8% | $7,344-81.6% |