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 | $101,554 | $95,803+6.0% | $113,168-10.3% | $84,808+19.7% |
| Participation rate | 88.5% | 72.9%+15.6pp | 76.6%+11.9pp | 68.3%+20.2pp |
| Annual return | 15.75% | 25.00%-9.3pp | 24.27%-8.5pp | 40.90%-25.1pp |
| Employer contribution / active EE | $3,023 | $2,360+28.1% | $2,975+1.6% | $2,631+14.9% |
| Participant deferral / active EE | $6,286 | $4,242+48.2% | $5,107+23.1% | $4,212+49.2% |
| Admin fee / account holder | $11,598 | $8,989+29.0% | $12,068-3.9% | $7,344+57.9% |