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 | $97,051 | $73,933+31.3% | $96,683+0.4% | $75,163+29.1% |
| Participation rate | 85.9% | 66.4%+19.5pp | 74.3%+11.5pp | 67.2%+18.7pp |
| Annual return | 16.21% | 26.70%-10.5pp | 35.69%-19.5pp | 160.62%-144.4pp |
| Employer contribution / active EE | $3,380 | $2,928+15.5% | $3,737-9.5% | $2,670+26.6% |
| Participant deferral / active EE | $7,733 | $3,659+111.4% | $4,878+58.5% | $4,125+87.5% |
| Admin fee / account holder | $15,184 | $5,216+191.1% | $6,730+125.6% | $5,651+168.7% |