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 | $104,261 | $95,803+8.8% | $113,168-7.9% | $84,808+22.9% |
| Participation rate | 87.2% | 72.9%+14.3pp | 76.6%+10.6pp | 68.3%+18.9pp |
| Annual return | 15.48% | 25.00%-9.5pp | 24.27%-8.8pp | 40.90%-25.4pp |
| Employer contribution / active EE | $2,245 | $2,360-4.9% | $2,975-24.5% | $2,631-14.7% |
| Participant deferral / active EE | $4,999 | $4,242+17.9% | $5,107-2.1% | $4,212+18.7% |
| Admin fee / account holder | $7,304 | $8,989-18.7% | $12,068-39.5% | $7,344-0.5% |