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 | $90,776 | $86,286+5.2% | $111,297-18.4% | $85,850+5.7% |
| Participation rate | 79.2% | 73.3%+5.9pp | 77.3%+1.9pp | 69.3%+9.9pp |
| Annual return | 15.02% | 19.99%-5.0pp | 54.65%-39.6pp | 318.53%-303.5pp |
| Employer contribution / active EE | $1,432 | $2,043-29.9% | $2,731-47.6% | $2,565-44.2% |
| Participant deferral / active EE | $3,299 | $3,641-9.4% | $4,487-26.5% | $3,952-16.5% |
| Admin fee / account holder | $5,653 | $8,188-31.0% | $7,964-29.0% | $6,260-9.7% |