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 | $104,573 | $95,803+9.2% | $113,168-7.6% | $84,808+23.3% |
| Participation rate | 95.7% | 72.9%+22.9pp | 76.6%+19.2pp | 68.3%+27.4pp |
| Annual return | 17.85% | 25.00%-7.2pp | 24.27%-6.4pp | 40.90%-23.1pp |
| Employer contribution / active EE | $2,944 | $2,360+24.8% | $2,975-1.0% | $2,631+11.9% |
| Participant deferral / active EE | $6,314 | $4,242+48.8% | $5,107+23.6% | $4,212+49.9% |
| Admin fee / account holder | $15,615 | $8,989+73.7% | $12,068+29.4% | $7,344+112.6% |