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 | $100,343 | $95,803+4.7% | $113,168-11.3% | $84,808+18.3% |
| Participation rate | 80.9% | 72.9%+8.0pp | 76.6%+4.3pp | 68.3%+12.6pp |
| Annual return | 18.00% | 25.00%-7.0pp | 24.27%-6.3pp | 40.90%-22.9pp |
| Employer contribution / active EE | $2,161 | $2,360-8.4% | $2,975-27.4% | $2,631-17.9% |
| Participant deferral / active EE | $4,184 | $4,242-1.4% | $5,107-18.1% | $4,212-0.7% |
| Admin fee / account holder | $5,113 | $8,989-43.1% | $12,068-57.6% | $7,344-30.4% |