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 | $99,196 | $87,733+13.1% | $106,548-6.9% | $85,850+15.5% |
| Participation rate | 84.9% | 71.9%+13.0pp | 76.1%+8.8pp | 69.3%+15.6pp |
| Annual return | 14.60% | 21.86%-7.3pp | 26.80%-12.2pp | 318.53%-303.9pp |
| Employer contribution / active EE | $2,758 | $2,073+33.1% | $2,819-2.2% | $2,565+7.5% |
| Participant deferral / active EE | $5,573 | $3,469+60.6% | $4,398+26.7% | $3,952+41.0% |
| Admin fee / account holder | $2,676 | $6,767-60.5% | $7,407-63.9% | $6,260-57.3% |