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 | $105,415 | $82,523+27.7% | $115,752-8.9% | $70,131+50.3% |
| Participation rate | 88.9% | 74.0%+14.9pp | 77.8%+11.1pp | 69.5%+19.3pp |
| Annual return | 13.34% | 28.22%-14.9pp | 19.41%-6.1pp | 73.14%-59.8pp |
| Employer contribution / active EE | $2,495 | $2,758-9.5% | $3,492-28.6% | $2,342+6.5% |
| Participant deferral / active EE | $4,438 | $4,062+9.3% | $5,204-14.7% | $3,332+33.2% |
| Admin fee / account holder | $3,157 | $4,552-30.6% | $6,278-49.7% | $4,645-32.0% |