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 | $96,973 | $95,803+1.2% | $113,168-14.3% | $84,808+14.3% |
| Participation rate | 84.6% | 72.9%+11.8pp | 76.6%+8.1pp | 68.3%+16.3pp |
| Annual return | 16.30% | 25.00%-8.7pp | 24.27%-8.0pp | 40.90%-24.6pp |
| Employer contribution / active EE | $2,579 | $2,360+9.3% | $2,975-13.3% | $2,631-2.0% |
| Participant deferral / active EE | $4,987 | $4,242+17.6% | $5,107-2.3% | $4,212+18.4% |
| Admin fee / account holder | $4,147 | $8,989-53.9% | $12,068-65.6% | $7,344-43.5% |