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 | $97,653 | $95,803+1.9% | $113,168-13.7% | $84,808+15.1% |
| Participation rate | 92.0% | 72.9%+19.1pp | 76.6%+15.4pp | 68.3%+23.7pp |
| Annual return | 19.15% | 25.00%-5.9pp | 24.27%-5.1pp | 40.90%-21.7pp |
| Employer contribution / active EE | $2,676 | $2,360+13.4% | $2,975-10.0% | $2,631+1.7% |
| Participant deferral / active EE | $3,959 | $4,242-6.7% | $5,107-22.5% | $4,212-6.0% |
| Admin fee / account holder | $1,396 | $8,989-84.5% | $12,068-88.4% | $7,344-81.0% |