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 | $88,235 | $80,717+9.3% | $154,803-43.0% | $84,808+4.0% |
| Participation rate | 81.3% | 66.8%+14.4pp | 78.1%+3.2pp | 68.3%+12.9pp |
| Annual return | 13.95% | 37.96%-24.0pp | 58.88%-44.9pp | 40.90%-26.9pp |
| Employer contribution / active EE | $1,536 | $2,761-44.4% | $4,305-64.3% | $2,631-41.6% |
| Participant deferral / active EE | $5,160 | $3,303+56.2% | $5,540-6.9% | $4,212+22.5% |
| Admin fee / account holder | $7,466 | $6,746+10.7% | $14,329-47.9% | $7,344+1.7% |