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 | $96,768 | $95,803+1.0% | $113,168-14.5% | $84,808+14.1% |
| Participation rate | 70.9% | 72.9%-2.0pp | 76.6%-5.7pp | 68.3%+2.6pp |
| Annual return | 12.93% | 25.00%-12.1pp | 24.27%-11.3pp | 40.90%-28.0pp |
| Employer contribution / active EE | $2,340 | $2,360-0.8% | $2,975-21.4% | $2,631-11.1% |
| Participant deferral / active EE | $3,785 | $4,242-10.8% | $5,107-25.9% | $4,212-10.1% |
| Admin fee / account holder | $13,357 | $8,989+48.6% | $12,068+10.7% | $7,344+81.9% |