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 | $105,393 | $86,929+21.2% | $102,423+2.9% | $80,856+30.3% |
| Participation rate | 98.2% | 72.4%+25.8pp | 76.5%+21.7pp | 67.6%+30.6pp |
| Annual return | 14.80% | 18.88%-4.1pp | 29.32%-14.5pp | 35.59%-20.8pp |
| Employer contribution / active EE | $2,570 | $2,369+8.5% | $3,023-15.0% | $2,755-6.7% |
| Participant deferral / active EE | $4,076 | $4,118-1.0% | $5,053-19.3% | $4,296-5.1% |
| Admin fee / account holder | $3,454 | $8,049-57.1% | $9,451-63.4% | $6,918-50.1% |