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 | $89,538 | $101,724-12.0% | $164,813-45.7% | $80,856+10.7% |
| Participation rate | 94.5% | 71.8%+22.7pp | 78.6%+15.9pp | 67.6%+26.9pp |
| Annual return | 13.21% | 16.72%-3.5pp | 69.93%-56.7pp | 35.59%-22.4pp |
| Employer contribution / active EE | $1,897 | $2,953-35.8% | $4,341-56.3% | $2,755-31.1% |
| Participant deferral / active EE | $2,522 | $4,477-43.7% | $6,031-58.2% | $4,296-41.3% |
| Admin fee / account holder | $8,957 | $8,227+8.9% | $12,690-29.4% | $6,918+29.5% |