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 | $113,861 | $95,803+18.8% | $113,168+0.6% | $84,808+34.3% |
| Participation rate | 94.0% | 72.9%+21.2pp | 76.6%+17.5pp | 68.3%+25.7pp |
| Annual return | 13.01% | 25.00%-12.0pp | 24.27%-11.3pp | 40.90%-27.9pp |
| Employer contribution / active EE | $2,171 | $2,360-8.0% | $2,975-27.0% | $2,631-17.5% |
| Participant deferral / active EE | $5,089 | $4,242+20.0% | $5,107-0.3% | $4,212+20.8% |
| Admin fee / account holder | $4,726 | $8,989-47.4% | $12,068-60.8% | $7,344-35.6% |