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 | $83,261 | $80,717+3.2% | $154,803-46.2% | $84,808-1.8% |
| Participation rate | 71.8% | 66.8%+5.0pp | 78.1%-6.3pp | 68.3%+3.5pp |
| Annual return | 16.81% | 37.96%-21.1pp | 58.88%-42.1pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,371 | $2,761-50.4% | $4,305-68.2% | $2,631-47.9% |
| Participant deferral / active EE | $2,844 | $3,303-13.9% | $5,540-48.7% | $4,212-32.5% |
| Admin fee / account holder | $3,474 | $6,746-48.5% | $14,329-75.8% | $7,344-52.7% |