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 | $118,827 | $109,413+8.6% | $156,263-24.0% | $84,808+40.1% |
| Participation rate | 97.7% | 72.7%+25.0pp | 78.9%+18.8pp | 68.3%+29.4pp |
| Annual return | 15.44% | 20.18%-4.7pp | 59.47%-44.0pp | 40.90%-25.5pp |
| Employer contribution / active EE | $2,865 | $2,907-1.4% | $4,333-33.9% | $2,631+8.9% |
| Participant deferral / active EE | $5,234 | $4,590+14.0% | $6,158-15.0% | $4,212+24.3% |
| Admin fee / account holder | $7,168 | $9,357-23.4% | $14,255-49.7% | $7,344-2.4% |