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 | $89,609 | $138,347-35.2% | $184,203-51.4% | $80,856+10.8% |
| Participation rate | 81.6% | 83.9%-2.3pp | 86.8%-5.2pp | 67.6%+13.9pp |
| Annual return | 24.05% | 20.02%+4.0pp | 28.81%-4.8pp | 35.59%-11.5pp |
| Employer contribution / active EE | $7,393 | $4,850+52.4% | $6,427+15.0% | $2,755+168.3% |
| Participant deferral / active EE | $8,946 | $7,071+26.5% | $9,131-2.0% | $4,296+108.3% |
| Admin fee / account holder | $1,705 | $10,483-83.7% | $13,901-87.7% | $6,918-75.3% |