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 | $88,543 | $86,286+2.6% | $111,297-20.4% | $85,850+3.1% |
| Participation rate | 70.6% | 73.3%-2.7pp | 77.3%-6.7pp | 69.3%+1.3pp |
| Annual return | 18.02% | 19.99%-2.0pp | 54.65%-36.6pp | 318.53%-300.5pp |
| Employer contribution / active EE | $1,498 | $2,043-26.7% | $2,731-45.2% | $2,565-41.6% |
| Participant deferral / active EE | $3,687 | $3,641+1.3% | $4,487-17.8% | $3,952-6.7% |
| Admin fee / account holder | $2,419 | $8,188-70.5% | $7,964-69.6% | $6,260-61.4% |