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 | $95,968 | $86,929+10.4% | $102,423-6.3% | $80,856+18.7% |
| Participation rate | 78.3% | 72.4%+5.9pp | 76.5%+1.8pp | 67.6%+10.6pp |
| Annual return | 10.42% | 18.88%-8.5pp | 29.32%-18.9pp | 35.59%-25.2pp |
| Employer contribution / active EE | $1,546 | $2,369-34.8% | $3,023-48.9% | $2,755-43.9% |
| Participant deferral / active EE | $4,070 | $4,118-1.2% | $5,053-19.4% | $4,296-5.2% |
| Admin fee / account holder | $29,093 | $8,049+261.4% | $9,451+207.8% | $6,918+320.5% |