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 | $107,091 | $95,803+11.8% | $113,168-5.4% | $84,808+26.3% |
| Participation rate | 84.1% | 72.9%+11.2pp | 76.6%+7.5pp | 68.3%+15.8pp |
| Annual return | 14.86% | 25.00%-10.1pp | 24.27%-9.4pp | 40.90%-26.0pp |
| Employer contribution / active EE | $2,353 | $2,360-0.3% | $2,975-20.9% | $2,631-10.6% |
| Participant deferral / active EE | $4,063 | $4,242-4.2% | $5,107-20.4% | $4,212-3.5% |
| Admin fee / account holder | $5,732 | $8,989-36.2% | $12,068-52.5% | $7,344-22.0% |