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 | $86,193 | $74,927+15.0% | $101,794-15.3% | $84,808+1.6% |
| Participation rate | 93.5% | 61.4%+32.1pp | 69.2%+24.3pp | 68.3%+25.2pp |
| Annual return | 17.82% | 18.70%-0.9pp | 30.53%-12.7pp | 40.90%-23.1pp |
| Employer contribution / active EE | $489 | $1,522-67.9% | $2,289-78.6% | $2,631-81.4% |
| Participant deferral / active EE | $6,018 | $3,099+94.2% | $4,084+47.4% | $4,212+42.9% |
| Admin fee / account holder | $6,804 | $6,514+4.5% | $8,777-22.5% | $7,344-7.4% |