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 | $107,879 | $95,803+12.6% | $113,168-4.7% | $84,808+27.2% |
| Participation rate | 90.7% | 72.9%+17.8pp | 76.6%+14.1pp | 68.3%+22.4pp |
| Annual return | 16.14% | 25.00%-8.9pp | 24.27%-8.1pp | 40.90%-24.8pp |
| Employer contribution / active EE | $698 | $2,360-70.4% | $2,975-76.5% | $2,631-73.5% |
| Participant deferral / active EE | $8,036 | $4,242+89.4% | $5,107+57.4% | $4,212+90.8% |
| Admin fee / account holder | $1,736 | $8,989-80.7% | $12,068-85.6% | $7,344-76.4% |