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 | $105,320 | $116,875-9.9% | $621,730-83.1% | $116,875-9.9% |
| Participation rate | 94.7% | 74.5%+20.2pp | 90.8%+4.0pp | 74.5%+20.2pp |
| Annual return | 19.25% | 16.29%+3.0pp | 10.76%+8.5pp | 16.29%+3.0pp |
| Employer contribution / active EE | $3,836 | $3,288+16.7% | $9,871-61.1% | $3,288+16.7% |
| Participant deferral / active EE | $5,248 | $3,885+35.1% | $6,979-24.8% | $3,885+35.1% |
| Admin fee / account holder | $32,425 | $12,263+164.4% | $66,065-50.9% | $12,263+164.4% |