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 9-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 | $99,831 | $95,803+4.2% | $113,168-11.8% | $84,808+17.7% |
| Participation rate | 79.5% | 72.9%+6.7pp | 76.6%+3.0pp | 68.3%+11.2pp |
| Annual return | 14.36% | 25.00%-10.6pp | 24.27%-9.9pp | 40.90%-26.5pp |
| Employer contribution / active EE | $1,398 | $2,360-40.7% | $2,975-53.0% | $2,631-46.9% |
| Participant deferral / active EE | $3,839 | $4,242-9.5% | $5,107-24.8% | $4,212-8.8% |
| Admin fee / account holder | $3,904 | $8,989-56.6% | $12,068-67.6% | $7,344-46.8% |