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 | $84,879 | $77,503+9.5% | $100,391-15.5% | $80,856+5.0% |
| Participation rate | 71.0% | 76.9%-6.0pp | 81.5%-10.5pp | 67.6%+3.3pp |
| Annual return | 17.68% | 37.20%-19.5pp | 49.20%-31.5pp | 35.59%-17.9pp |
| Employer contribution / active EE | $1,857 | $2,801-33.7% | $3,942-52.9% | $2,755-32.6% |
| Participant deferral / active EE | $5,791 | $6,820-15.1% | $8,082-28.3% | $4,296+34.8% |
| Admin fee / account holder | $5,225 | $5,897-11.4% | $7,899-33.8% | $6,918-24.5% |