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 5-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 | $103,438 | $101,724+1.7% | $164,813-37.2% | $80,856+27.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 11.57% | 16.72%-5.1pp | 69.93%-58.4pp | 35.59%-24.0pp |
| Employer contribution / active EE | $1,782 | $2,953-39.6% | $4,341-58.9% | $2,755-35.3% |
| Participant deferral / active EE | $4,353 | $4,477-2.8% | $6,031-27.8% | $4,296+1.3% |
| Admin fee / account holder | $8,615 | $8,227+4.7% | $12,690-32.1% | $6,918+24.5% |