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 | $101,576 | $95,803+6.0% | $113,168-10.2% | $84,808+19.8% |
| Participation rate | 93.3% | 72.9%+20.5pp | 76.6%+16.8pp | 68.3%+25.0pp |
| Annual return | 16.30% | 25.00%-8.7pp | 24.27%-8.0pp | 40.90%-24.6pp |
| Employer contribution / active EE | $2,410 | $2,360+2.1% | $2,975-19.0% | $2,631-8.4% |
| Participant deferral / active EE | $5,578 | $4,242+31.5% | $5,107+9.2% | $4,212+32.5% |
| Admin fee / account holder | $5,422 | $8,989-39.7% | $12,068-55.1% | $7,344-26.2% |