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 | $108,767 | $95,803+13.5% | $113,168-3.9% | $84,808+28.3% |
| Participation rate | 93.1% | 72.9%+20.2pp | 76.6%+16.5pp | 68.3%+24.8pp |
| Annual return | 18.46% | 25.00%-6.5pp | 24.27%-5.8pp | 40.90%-22.4pp |
| Employer contribution / active EE | $2,246 | $2,360-4.8% | $2,975-24.5% | $2,631-14.6% |
| Participant deferral / active EE | $8,262 | $4,242+94.8% | $5,107+61.8% | $4,212+96.2% |
| Admin fee / account holder | $2,514 | $8,989-72.0% | $12,068-79.2% | $7,344-65.8% |