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 | $96,907 | $95,803+1.2% | $113,168-14.4% | $84,808+14.3% |
| Participation rate | 85.7% | 72.9%+12.8pp | 76.6%+9.1pp | 68.3%+17.4pp |
| Annual return | 20.90% | 25.00%-4.1pp | 24.27%-3.4pp | 40.90%-20.0pp |
| Employer contribution / active EE | $3,208 | $2,360+35.9% | $2,975+7.8% | $2,631+21.9% |
| Participant deferral / active EE | $6,595 | $4,242+55.5% | $5,107+29.1% | $4,212+56.6% |
| Admin fee / account holder | $7,568 | $8,989-15.8% | $12,068-37.3% | $7,344+3.1% |