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 | $96,163 | $95,803+0.4% | $113,168-15.0% | $84,808+13.4% |
| Participation rate | 75.0% | 72.9%+2.1pp | 76.6%-1.6pp | 68.3%+6.7pp |
| Annual return | 14.32% | 25.00%-10.7pp | 24.27%-10.0pp | 40.90%-26.6pp |
| Employer contribution / active EE | $1,165 | $2,360-50.6% | $2,975-60.8% | $2,631-55.7% |
| Participant deferral / active EE | $3,077 | $4,242-27.5% | $5,107-39.7% | $4,212-26.9% |
| Admin fee / account holder | $8,184 | $8,989-9.0% | $12,068-32.2% | $7,344+11.4% |