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 | $100,167 | $95,803+4.6% | $113,168-11.5% | $84,808+18.1% |
| Participation rate | 79.5% | 72.9%+6.7pp | 76.6%+3.0pp | 68.3%+11.2pp |
| Annual return | 18.24% | 25.00%-6.8pp | 24.27%-6.0pp | 40.90%-22.7pp |
| Employer contribution / active EE | $1,180 | $2,360-50.0% | $2,975-60.3% | $2,631-55.1% |
| Participant deferral / active EE | $5,444 | $4,242+28.3% | $5,107+6.6% | $4,212+29.3% |
| Admin fee / account holder | $8,884 | $8,989-1.2% | $12,068-26.4% | $7,344+21.0% |