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 | $90,550 | $67,411+34.3% | $91,001-0.5% | $70,131+29.1% |
| Participation rate | 78.4% | 71.4%+7.0pp | 75.6%+2.8pp | 69.5%+8.8pp |
| Annual return | 16.77% | -40.16%+56.9pp | 4.60%+12.2pp | 73.14%-56.4pp |
| Employer contribution / active EE | $1,506 | $1,786-15.7% | $2,456-38.7% | $2,342-35.7% |
| Participant deferral / active EE | $2,585 | $2,823-8.4% | $3,547-27.1% | $3,332-22.4% |
| Admin fee / account holder | $30,961 | $4,236+630.9% | $5,417+471.5% | $4,645+566.5% |