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 | $87,086 | $91,190-4.5% | $178,490-51.2% | $79,858+9.1% |
| Participation rate | 73.5% | 69.2%+4.3pp | 81.9%-8.4pp | 69.6%+3.9pp |
| Annual return | 19.14% | 24.19%-5.0pp | 151.07%-131.9pp | 31.71%-12.6pp |
| Employer contribution / active EE | $2,662 | $3,256-18.2% | $5,011-46.9% | $2,471+7.7% |
| Participant deferral / active EE | $5,673 | $3,236+75.3% | $5,202+9.1% | $3,740+51.7% |
| Admin fee / account holder | $1,317 | $6,751-80.5% | $13,984-90.6% | $5,306-75.2% |