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 | $100,222 | $100,326-0.1% | $180,183-44.4% | $84,808+18.2% |
| Participation rate | 95.6% | 71.0%+24.6pp | 77.4%+18.1pp | 68.3%+27.2pp |
| Annual return | 16.14% | 17.86%-1.7pp | 27.86%-11.7pp | 40.90%-24.8pp |
| Employer contribution / active EE | $2,756 | $3,269-15.7% | $5,039-45.3% | $2,631+4.7% |
| Participant deferral / active EE | $7,270 | $5,066+43.5% | $6,822+6.6% | $4,212+72.6% |
| Admin fee / account holder | $11,544 | $9,674+19.3% | $19,975-42.2% | $7,344+57.2% |