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 | $86,510 | $89,753-3.6% | $107,525-19.5% | $84,808+2.0% |
| Participation rate | 96.9% | 68.1%+28.8pp | 75.1%+21.8pp | 68.3%+28.6pp |
| Annual return | 16.26% | 29.48%-13.2pp | 181.32%-165.1pp | 40.90%-24.6pp |
| Employer contribution / active EE | $3,137 | $3,113+0.8% | $3,754-16.4% | $2,631+19.2% |
| Participant deferral / active EE | $4,251 | $4,056+4.8% | $5,116-16.9% | $4,212+0.9% |
| Admin fee / account holder | $3,494 | $7,222-51.6% | $8,919-60.8% | $7,344-52.4% |