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 | $81,399 | $81,460-0.1% | $103,333-21.2% | $80,856+0.7% |
| Participation rate | 92.0% | 66.8%+25.2pp | 74.5%+17.5pp | 67.6%+24.4pp |
| Annual return | 16.08% | 25.55%-9.5pp | 24.88%-8.8pp | 35.59%-19.5pp |
| Employer contribution / active EE | $2,161 | $3,105-30.4% | $3,868-44.1% | $2,755-21.5% |
| Participant deferral / active EE | $6,558 | $3,869+69.5% | $5,057+29.7% | $4,296+52.7% |
| Admin fee / account holder | $1,827 | $6,566-72.2% | $8,355-78.1% | $6,918-73.6% |