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 | $88,249 | $80,717+9.3% | $154,803-43.0% | $84,808+4.1% |
| Participation rate | 81.3% | 66.8%+14.4pp | 78.1%+3.2pp | 68.3%+12.9pp |
| Annual return | 17.58% | 37.96%-20.4pp | 58.88%-41.3pp | 40.90%-23.3pp |
| Employer contribution / active EE | $1,684 | $2,761-39.0% | $4,305-60.9% | $2,631-36.0% |
| Participant deferral / active EE | $3,700 | $3,303+12.0% | $5,540-33.2% | $4,212-12.1% |
| Admin fee / account holder | $14,689 | $6,746+117.8% | $14,329+2.5% | $7,344+100.0% |