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 | $89,370 | $93,170-4.1% | $100,534-11.1% | $84,808+5.4% |
| Participation rate | 74.2% | 75.8%-1.7pp | 80.6%-6.4pp | 68.3%+5.9pp |
| Annual return | 14.72% | 47.13%-32.4pp | 32.66%-17.9pp | 40.90%-26.2pp |
| Employer contribution / active EE | $2,280 | $3,985-42.8% | $4,346-47.6% | $2,631-13.4% |
| Participant deferral / active EE | $4,348 | $5,699-23.7% | $6,144-29.2% | $4,212+3.2% |
| Admin fee / account holder | $3,010 | $7,382-59.2% | $7,654-60.7% | $7,344-59.0% |