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 | $105,929 | $74,927+41.4% | $101,794+4.1% | $84,808+24.9% |
| Participation rate | 97.6% | 61.4%+36.2pp | 69.2%+28.4pp | 68.3%+29.2pp |
| Annual return | 13.15% | 18.70%-5.6pp | 30.53%-17.4pp | 40.90%-27.7pp |
| Employer contribution / active EE | $1,393 | $1,522-8.4% | $2,289-39.1% | $2,631-47.0% |
| Participant deferral / active EE | $4,465 | $3,099+44.1% | $4,084+9.3% | $4,212+6.0% |
| Admin fee / account holder | $8,002 | $6,514+22.8% | $8,777-8.8% | $7,344+9.0% |