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 | $111,935 | $80,968+38.2% | $96,544+15.9% | $75,163+48.9% |
| Participation rate | 83.0% | 71.8%+11.3pp | 76.0%+7.1pp | 67.2%+15.8pp |
| Annual return | 18.09% | 27.06%-9.0pp | 25.84%-7.8pp | 160.62%-142.5pp |
| Employer contribution / active EE | $2,290 | $2,282+0.4% | $2,965-22.8% | $2,670-14.2% |
| Participant deferral / active EE | $4,588 | $3,928+16.8% | $4,851-5.4% | $4,125+11.2% |
| Admin fee / account holder | $6,482 | $6,724-3.6% | $8,252-21.5% | $5,651+14.7% |