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 | $79,995 | $86,929-8.0% | $102,423-21.9% | $80,856-1.1% |
| Participation rate | 77.8% | 72.4%+5.4pp | 76.5%+1.3pp | 67.6%+10.1pp |
| Annual return | 12.14% | 18.88%-6.7pp | 29.32%-17.2pp | 35.59%-23.5pp |
| Employer contribution / active EE | $1,793 | $2,369-24.3% | $3,023-40.7% | $2,755-34.9% |
| Participant deferral / active EE | $4,508 | $4,118+9.5% | $5,053-10.8% | $4,296+4.9% |
| Admin fee / account holder | $3,530 | $8,049-56.1% | $9,451-62.7% | $6,918-49.0% |