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 | $96,982 | $95,803+1.2% | $113,168-14.3% | $84,808+14.4% |
| Participation rate | 94.3% | 72.9%+21.5pp | 76.6%+17.8pp | 68.3%+26.0pp |
| Annual return | 19.71% | 25.00%-5.3pp | 24.27%-4.6pp | 40.90%-21.2pp |
| Employer contribution / active EE | $1,984 | $2,360-15.9% | $2,975-33.3% | $2,631-24.6% |
| Participant deferral / active EE | $4,403 | $4,242+3.8% | $5,107-13.8% | $4,212+4.6% |
| Admin fee / account holder | $3,658 | $8,989-59.3% | $12,068-69.7% | $7,344-50.2% |