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 | $102,841 | $80,673+27.5% | $101,326+1.5% | $84,808+21.3% |
| Participation rate | 95.6% | 77.8%+17.8pp | 81.5%+14.1pp | 68.3%+27.2pp |
| Annual return | 17.03% | 38.95%-21.9pp | 36.82%-19.8pp | 40.90%-23.9pp |
| Employer contribution / active EE | $2,359 | $2,698-12.5% | $3,665-35.6% | $2,631-10.3% |
| Participant deferral / active EE | $5,345 | $6,840-21.9% | $7,994-33.1% | $4,212+26.9% |
| Admin fee / account holder | $8,029 | $12,784-37.2% | $11,185-28.2% | $7,344+9.3% |