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 | $95,998 | $80,968+18.6% | $96,544-0.6% | $75,163+27.7% |
| Participation rate | 84.6% | 71.8%+12.8pp | 76.0%+8.7pp | 67.2%+17.4pp |
| Annual return | 13.69% | 27.06%-13.4pp | 25.84%-12.1pp | 160.62%-146.9pp |
| Employer contribution / active EE | $2,483 | $2,282+8.8% | $2,965-16.3% | $2,670-7.0% |
| Participant deferral / active EE | $4,947 | $3,928+25.9% | $4,851+2.0% | $4,125+19.9% |
| Admin fee / account holder | $2,748 | $6,724-59.1% | $8,252-66.7% | $5,651-51.4% |