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 | $85,025 | $95,803-11.3% | $113,168-24.9% | $84,808+0.3% |
| Participation rate | 95.9% | 72.9%+23.1pp | 76.6%+19.4pp | 68.3%+27.6pp |
| Annual return | 14.91% | 25.00%-10.1pp | 24.27%-9.4pp | 40.90%-26.0pp |
| Employer contribution / active EE | $2,175 | $2,360-7.8% | $2,975-26.9% | $2,631-17.3% |
| Participant deferral / active EE | $6,395 | $4,242+50.8% | $5,107+25.2% | $4,212+51.8% |
| Admin fee / account holder | $21,097 | $8,989+134.7% | $12,068+74.8% | $7,344+187.3% |