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 | $97,734 | $95,803+2.0% | $113,168-13.6% | $84,808+15.2% |
| Participation rate | 80.6% | 72.9%+7.8pp | 76.6%+4.1pp | 68.3%+12.3pp |
| Annual return | 15.15% | 25.00%-9.9pp | 24.27%-9.1pp | 40.90%-25.7pp |
| Employer contribution / active EE | $2,720 | $2,360+15.2% | $2,975-8.6% | $2,631+3.4% |
| Participant deferral / active EE | $4,961 | $4,242+16.9% | $5,107-2.9% | $4,212+17.8% |
| Admin fee / account holder | $15,130 | $8,989+68.3% | $12,068+25.4% | $7,344+106.0% |