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 8-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 | $107,370 | $95,803+12.1% | $113,168-5.1% | $84,808+26.6% |
| Participation rate | 86.7% | 72.9%+13.8pp | 76.6%+10.1pp | 68.3%+18.4pp |
| Annual return | 16.57% | 25.00%-8.4pp | 24.27%-7.7pp | 40.90%-24.3pp |
| Employer contribution / active EE | $3,859 | $2,360+63.5% | $2,975+29.7% | $2,631+46.7% |
| Participant deferral / active EE | $8,162 | $4,242+92.4% | $5,107+59.8% | $4,212+93.8% |
| Admin fee / account holder | $3,649 | $8,989-59.4% | $12,068-69.8% | $7,344-50.3% |