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 | $89,753 | $86,929+3.2% | $102,423-12.4% | $80,856+11.0% |
| Participation rate | 82.5% | 72.4%+10.1pp | 76.5%+6.0pp | 67.6%+14.8pp |
| Annual return | 10.60% | 18.88%-8.3pp | 29.32%-18.7pp | 35.59%-25.0pp |
| Employer contribution / active EE | $2,709 | $2,369+14.3% | $3,023-10.4% | $2,755-1.7% |
| Participant deferral / active EE | $4,293 | $4,118+4.2% | $5,053-15.0% | $4,296-0.1% |
| Admin fee / account holder | $7,534 | $8,049-6.4% | $9,451-20.3% | $6,918+8.9% |