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 | $99,213 | $93,571+6.0% | $135,903-27.0% | $75,163+32.0% |
| Participation rate | 72.0% | 75.2%-3.2pp | 81.9%-9.9pp | 67.2%+4.8pp |
| Annual return | 19.35% | 30.90%-11.5pp | 68.23%-48.9pp | 160.62%-141.3pp |
| Employer contribution / active EE | $1,752 | $3,537-50.5% | $4,856-63.9% | $2,670-34.4% |
| Participant deferral / active EE | $4,664 | $6,404-27.2% | $7,758-39.9% | $4,125+13.1% |
| Admin fee / account holder | $5,872 | $6,975-15.8% | $10,762-45.4% | $5,651+3.9% |