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 | $103,194 | $95,803+7.7% | $113,168-8.8% | $84,808+21.7% |
| Participation rate | 97.1% | 72.9%+24.3pp | 76.6%+20.6pp | 68.3%+28.8pp |
| Annual return | 20.65% | 25.00%-4.4pp | 24.27%-3.6pp | 40.90%-20.2pp |
| Employer contribution / active EE | $1,970 | $2,360-16.5% | $2,975-33.8% | $2,631-25.1% |
| Participant deferral / active EE | $4,444 | $4,242+4.8% | $5,107-13.0% | $4,212+5.5% |
| Admin fee / account holder | $11,557 | $8,989+28.6% | $12,068-4.2% | $7,344+57.4% |