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 7-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 | $102,547 | $95,803+7.0% | $113,168-9.4% | $84,808+20.9% |
| Participation rate | 85.0% | 72.9%+12.1pp | 76.6%+8.4pp | 68.3%+16.7pp |
| Annual return | 12.51% | 25.00%-12.5pp | 24.27%-11.8pp | 40.90%-28.4pp |
| Employer contribution / active EE | $855 | $2,360-63.8% | $2,975-71.3% | $2,631-67.5% |
| Participant deferral / active EE | $2,103 | $4,242-50.4% | $5,107-58.8% | $4,212-50.1% |
| Admin fee / account holder | $9,048 | $8,989+0.7% | $12,068-25.0% | $7,344+23.2% |