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 | $82,986 | $73,933+12.2% | $96,683-14.2% | $75,163+10.4% |
| Participation rate | 81.3% | 66.4%+14.8pp | 74.3%+6.9pp | 67.2%+14.1pp |
| Annual return | 20.12% | 26.70%-6.6pp | 35.69%-15.6pp | 160.62%-140.5pp |
| Employer contribution / active EE | $2,011 | $2,928-31.3% | $3,737-46.2% | $2,670-24.7% |
| Participant deferral / active EE | $3,139 | $3,659-14.2% | $4,878-35.6% | $4,125-23.9% |
| Admin fee / account holder | $5,750 | $5,216+10.2% | $6,730-14.6% | $5,651+1.8% |