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 | $86,338 | $138,347-37.6% | $184,203-53.1% | $80,856+6.8% |
| Participation rate | 91.5% | 83.9%+7.7pp | 86.8%+4.7pp | 67.6%+23.9pp |
| Annual return | 17.62% | 20.02%-2.4pp | 28.81%-11.2pp | 35.59%-18.0pp |
| Employer contribution / active EE | $2,557 | $4,850-47.3% | $6,427-60.2% | $2,755-7.2% |
| Participant deferral / active EE | $5,233 | $7,071-26.0% | $9,131-42.7% | $4,296+21.8% |
| Admin fee / account holder | $4,333 | $10,483-58.7% | $13,901-68.8% | $6,918-37.4% |