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 | $106,178 | $105,856+0.3% | $285,549-62.8% | $116,875-9.2% |
| Participation rate | 86.4% | 68.4%+18.1pp | 83.2%+3.3pp | 74.5%+11.9pp |
| Annual return | 20.43% | 16.47%+4.0pp | 7.15%+13.3pp | 16.29%+4.1pp |
| Employer contribution / active EE | $5,761 | $2,968+94.1% | $5,022+14.7% | $3,288+75.2% |
| Participant deferral / active EE | $2,624 | $2,757-4.8% | $4,549-42.3% | $3,885-32.4% |
| Admin fee / account holder | $3,352 | $7,416-54.8% | $13,934-75.9% | $12,263-72.7% |