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 | $104,653 | $95,803+9.2% | $113,168-7.5% | $84,808+23.4% |
| Participation rate | 94.6% | 72.9%+21.7pp | 76.6%+18.0pp | 68.3%+26.3pp |
| Annual return | 17.82% | 25.00%-7.2pp | 24.27%-6.4pp | 40.90%-23.1pp |
| Employer contribution / active EE | $2,915 | $2,360+23.5% | $2,975-2.0% | $2,631+10.8% |
| Participant deferral / active EE | $6,025 | $4,242+42.0% | $5,107+18.0% | $4,212+43.0% |
| Admin fee / account holder | $7,323 | $8,989-18.5% | $12,068-39.3% | $7,344-0.3% |