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 | $111,323 | $95,803+16.2% | $113,168-1.6% | $84,808+31.3% |
| Participation rate | 92.2% | 72.9%+19.3pp | 76.6%+15.6pp | 68.3%+23.9pp |
| Annual return | 14.93% | 25.00%-10.1pp | 24.27%-9.3pp | 40.90%-26.0pp |
| Employer contribution / active EE | $2,609 | $2,360+10.6% | $2,975-12.3% | $2,631-0.8% |
| Participant deferral / active EE | $5,024 | $4,242+18.4% | $5,107-1.6% | $4,212+19.3% |
| Admin fee / account holder | $7,041 | $8,989-21.7% | $12,068-41.7% | $7,344-4.1% |