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 | $105,302 | $95,803+9.9% | $113,168-7.0% | $84,808+24.2% |
| Participation rate | 84.2% | 72.9%+11.3pp | 76.6%+7.6pp | 68.3%+15.9pp |
| Annual return | 18.97% | 25.00%-6.0pp | 24.27%-5.3pp | 40.90%-21.9pp |
| Employer contribution / active EE | $6,128 | $2,360+159.7% | $2,975+106.0% | $2,631+132.9% |
| Participant deferral / active EE | $6,357 | $4,242+49.9% | $5,107+24.5% | $4,212+50.9% |
| Admin fee / account holder | $5,764 | $8,989-35.9% | $12,068-52.2% | $7,344-21.5% |