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 | $111,279 | $97,044+14.7% | $83,333+33.5% | $135,375-17.8% |
| Participation rate | 87.5% | 80.4%+7.1pp | 77.8%+9.7pp | 82.6%+4.9pp |
| Annual return | 14.43% | 12.31%+2.1pp | 10.63%+3.8pp | 519.73%-505.3pp |
| Employer contribution / active EE | $2,682 | $4,143-35.3% | $3,379-20.6% | $4,779-43.9% |
| Participant deferral / active EE | $2,256 | $5,964-62.2% | $5,565-59.5% | $5,609-59.8% |
| Admin fee / account holder | $31,077 | $8,380+270.9% | $7,510+313.8% | $10,827+187.0% |