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 | $101,038 | $74,927+34.8% | $101,794-0.7% | $84,808+19.1% |
| Participation rate | 77.4% | 61.4%+16.0pp | 69.2%+8.2pp | 68.3%+9.1pp |
| Annual return | 13.19% | 18.70%-5.5pp | 30.53%-17.3pp | 40.90%-27.7pp |
| Employer contribution / active EE | $1,359 | $1,522-10.7% | $2,289-40.6% | $2,631-48.3% |
| Participant deferral / active EE | $4,081 | $3,099+31.7% | $4,084-0.1% | $4,212-3.1% |
| Admin fee / account holder | $36,614 | $6,514+462.1% | $8,777+317.2% | $7,344+398.6% |