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 | $96,573 | $81,947+17.8% | $105,387-8.4% | $72,985+32.3% |
| Participation rate | 74.1% | 76.5%-2.4pp | 82.6%-8.4pp | 69.5%+4.7pp |
| Annual return | 24.70% | 42.90%-18.2pp | 26.82%-2.1pp | 81.00%-56.3pp |
| Employer contribution / active EE | $0 | $3,468-100.0% | $4,213-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,890 | $4,494+8.8% | $5,502-11.1% | $3,607+35.6% |
| Admin fee / account holder | $4,812 | $6,258-23.1% | $6,559-26.6% | $5,124-6.1% |