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 | $86,556 | $86,929-0.4% | $102,423-15.5% | $80,856+7.0% |
| Participation rate | 90.7% | 72.4%+18.3pp | 76.5%+14.2pp | 67.6%+23.0pp |
| Annual return | 17.04% | 18.88%-1.8pp | 29.32%-12.3pp | 35.59%-18.6pp |
| Employer contribution / active EE | $2,270 | $2,369-4.2% | $3,023-24.9% | $2,755-17.6% |
| Participant deferral / active EE | $5,351 | $4,118+29.9% | $5,053+5.9% | $4,296+24.6% |
| Admin fee / account holder | $1,328 | $8,049-83.5% | $9,451-85.9% | $6,918-80.8% |