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 | $87,613 | $152,460-42.5% | $118,746-26.2% | $147,584-40.6% |
| Participation rate | 82.4% | 82.3%+0.1pp | 78.3%+4.1pp | 82.8%-0.5pp |
| Annual return | 16.65% | 17.41%-0.8pp | 24.54%-7.9pp | 578.55%-561.9pp |
| Employer contribution / active EE | $3,581 | $5,046-29.0% | $4,193-14.6% | $4,876-26.6% |
| Participant deferral / active EE | $7,413 | $6,212+19.3% | $5,332+39.0% | $5,439+36.3% |
| Admin fee / account holder | $15,664 | $16,953-7.6% | $10,720+46.1% | $10,885+43.9% |