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 | $101,501 | $76,367+32.9% | $93,606+8.4% | $72,985+39.1% |
| Participation rate | 96.9% | 71.7%+25.1pp | 75.8%+21.0pp | 69.5%+27.4pp |
| Annual return | 22.22% | 25.82%-3.6pp | 32.76%-10.5pp | 81.00%-58.8pp |
| Employer contribution / active EE | $2,256 | $2,275-0.9% | $2,718-17.0% | $2,440-7.5% |
| Participant deferral / active EE | $4,443 | $3,538+25.6% | $4,069+9.2% | $3,607+23.2% |
| Admin fee / account holder | $1,406 | $6,838-79.4% | $7,888-82.2% | $5,124-72.6% |