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 | $104,219 | $95,803+8.8% | $113,168-7.9% | $84,808+22.9% |
| Participation rate | 93.9% | 72.9%+21.0pp | 76.6%+17.3pp | 68.3%+25.6pp |
| Annual return | 18.02% | 25.00%-7.0pp | 24.27%-6.2pp | 40.90%-22.9pp |
| Employer contribution / active EE | $4,335 | $2,360+83.7% | $2,975+45.7% | $2,631+64.8% |
| Participant deferral / active EE | $6,765 | $4,242+59.5% | $5,107+32.5% | $4,212+60.6% |
| Admin fee / account holder | $1,576 | $8,989-82.5% | $12,068-86.9% | $7,344-78.5% |