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 | $106,247 | $95,803+10.9% | $113,168-6.1% | $84,808+25.3% |
| Participation rate | 96.1% | 72.9%+23.2pp | 76.6%+19.5pp | 68.3%+27.8pp |
| Annual return | 12.69% | 25.00%-12.3pp | 24.27%-11.6pp | 40.90%-28.2pp |
| Employer contribution / active EE | $3,583 | $2,360+51.8% | $2,975+20.4% | $2,631+36.2% |
| Participant deferral / active EE | $4,201 | $4,242-1.0% | $5,107-17.7% | $4,212-0.2% |
| Admin fee / account holder | $22,224 | $8,989+147.2% | $12,068+84.2% | $7,344+202.6% |