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 | $87,028 | $127,065-31.5% | $113,168-23.1% | $142,382-38.9% |
| Participation rate | 80.0% | 79.2%+0.8pp | 76.6%+3.4pp | 80.1%-0.1pp |
| Annual return | 14.97% | 24.03%-9.1pp | 24.27%-9.3pp | 217.08%-202.1pp |
| Employer contribution / active EE | $1,805 | $3,442-47.6% | $2,975-39.3% | $4,299-58.0% |
| Participant deferral / active EE | $5,338 | $5,716-6.6% | $5,107+4.5% | $6,507-18.0% |
| Admin fee / account holder | $1,559 | $15,736-90.1% | $12,068-87.1% | $12,624-87.6% |