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 | $85,223 | $93,170-8.5% | $100,534-15.2% | $84,808+0.5% |
| Participation rate | 87.0% | 75.8%+11.2pp | 80.6%+6.4pp | 68.3%+18.7pp |
| Annual return | 16.71% | 47.13%-30.4pp | 32.66%-16.0pp | 40.90%-24.2pp |
| Employer contribution / active EE | $5,432 | $3,985+36.3% | $4,346+25.0% | $2,631+106.5% |
| Participant deferral / active EE | $2,864 | $5,699-49.7% | $6,144-53.4% | $4,212-32.0% |
| Admin fee / account holder | $4,408 | $7,382-40.3% | $7,654-42.4% | $7,344-40.0% |