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 | $96,088 | $95,803+0.3% | $113,168-15.1% | $84,808+13.3% |
| Participation rate | 90.0% | 72.9%+17.1pp | 76.6%+13.4pp | 68.3%+21.7pp |
| Annual return | 13.97% | 25.00%-11.0pp | 24.27%-10.3pp | 40.90%-26.9pp |
| Employer contribution / active EE | $2,339 | $2,360-0.9% | $2,975-21.4% | $2,631-11.1% |
| Participant deferral / active EE | $7,680 | $4,242+81.0% | $5,107+50.4% | $4,212+82.3% |
| Admin fee / account holder | $48,485 | $8,989+439.4% | $12,068+301.8% | $7,344+560.2% |