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 | $101,541 | $95,803+6.0% | $113,168-10.3% | $84,808+19.7% |
| Participation rate | 99.0% | 72.9%+26.1pp | 76.6%+22.4pp | 68.3%+30.6pp |
| Annual return | 17.85% | 25.00%-7.2pp | 24.27%-6.4pp | 40.90%-23.0pp |
| Employer contribution / active EE | $2,309 | $2,360-2.2% | $2,975-22.4% | $2,631-12.3% |
| Participant deferral / active EE | $7,658 | $4,242+80.5% | $5,107+50.0% | $4,212+81.8% |
| Admin fee / account holder | $3,972 | $8,989-55.8% | $12,068-67.1% | $7,344-45.9% |