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 | $99,243 | $106,584-6.9% | $101,326-2.1% | $142,382-30.3% |
| Participation rate | 72.7% | 82.7%-10.0pp | 81.5%-8.8pp | 80.1%-7.4pp |
| Annual return | 16.94% | 36.93%-20.0pp | 36.82%-19.9pp | 217.08%-200.1pp |
| Employer contribution / active EE | $2,520 | $3,956-36.3% | $3,665-31.3% | $4,299-41.4% |
| Participant deferral / active EE | $7,183 | $8,297-13.4% | $7,994-10.1% | $6,507+10.4% |
| Admin fee / account holder | $8,610 | $11,446-24.8% | $11,185-23.0% | $12,624-31.8% |