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 | $90,835 | $80,717+12.5% | $154,803-41.3% | $84,808+7.1% |
| Participation rate | 71.4% | 66.8%+4.6pp | 78.1%-6.6pp | 68.3%+3.1pp |
| Annual return | 19.43% | 37.96%-18.5pp | 58.88%-39.5pp | 40.90%-21.5pp |
| Employer contribution / active EE | $2,410 | $2,761-12.7% | $4,305-44.0% | $2,631-8.4% |
| Participant deferral / active EE | $4,499 | $3,303+36.2% | $5,540-18.8% | $4,212+6.8% |
| Admin fee / account holder | $1,758 | $6,746-73.9% | $14,329-87.7% | $7,344-76.1% |