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 | $102,173 | $95,803+6.6% | $113,168-9.7% | $84,808+20.5% |
| Participation rate | 73.3% | 72.9%+0.5pp | 76.6%-3.2pp | 68.3%+5.0pp |
| Annual return | 17.64% | 25.00%-7.4pp | 24.27%-6.6pp | 40.90%-23.3pp |
| Employer contribution / active EE | $2,746 | $2,360+16.4% | $2,975-7.7% | $2,631+4.4% |
| Participant deferral / active EE | $5,928 | $4,242+39.7% | $5,107+16.1% | $4,212+40.7% |
| Admin fee / account holder | $4,810 | $8,989-46.5% | $12,068-60.1% | $7,344-34.5% |