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 | $94,955 | $86,929+9.2% | $102,423-7.3% | $80,856+17.4% |
| Participation rate | 76.9% | 72.4%+4.5pp | 76.5%+0.4pp | 67.6%+9.3pp |
| Annual return | 17.82% | 18.88%-1.1pp | 29.32%-11.5pp | 35.59%-17.8pp |
| Employer contribution / active EE | $1,035 | $2,369-56.3% | $3,023-65.8% | $2,755-62.4% |
| Participant deferral / active EE | $4,497 | $4,118+9.2% | $5,053-11.0% | $4,296+4.7% |
| Admin fee / account holder | $10,887 | $8,049+35.3% | $9,451+15.2% | $6,918+57.4% |