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 | $96,174 | $95,803+0.4% | $113,168-15.0% | $84,808+13.4% |
| Participation rate | 96.9% | 72.9%+24.1pp | 76.6%+20.4pp | 68.3%+28.6pp |
| Annual return | 16.04% | 25.00%-9.0pp | 24.27%-8.2pp | 40.90%-24.9pp |
| Employer contribution / active EE | $1,495 | $2,360-36.7% | $2,975-49.8% | $2,631-43.2% |
| Participant deferral / active EE | $2,235 | $4,242-47.3% | $5,107-56.2% | $4,212-46.9% |
| Admin fee / account holder | $13,877 | $8,989+54.4% | $12,068+15.0% | $7,344+89.0% |