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 4-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 | $102,456 | $95,803+6.9% | $113,168-9.5% | $84,808+20.8% |
| Participation rate | 93.6% | 72.9%+20.7pp | 76.6%+17.0pp | 68.3%+25.3pp |
| Annual return | 12.58% | 25.00%-12.4pp | 24.27%-11.7pp | 40.90%-28.3pp |
| Employer contribution / active EE | $2,373 | $2,360+0.6% | $2,975-20.2% | $2,631-9.8% |
| Participant deferral / active EE | $6,552 | $4,242+54.5% | $5,107+28.3% | $4,212+55.6% |
| Admin fee / account holder | $24,576 | $8,989+173.4% | $12,068+103.7% | $7,344+234.7% |