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 | $81,181 | $90,503-10.3% | $78,689+3.2% | $273,961-70.4% |
| Participation rate | 86.4% | 76.5%+9.8pp | 73.6%+12.8pp | 83.0%+3.3pp |
| Annual return | 6.96% | 75.60%-68.6pp | 62.18%-55.2pp | 41.45%-34.5pp |
| Employer contribution / active EE | $3,452 | $3,176+8.7% | $2,851+21.1% | $4,869-29.1% |
| Participant deferral / active EE | $2,843 | $3,901-27.1% | $3,517-19.2% | $5,287-46.2% |
| Admin fee / account holder | $1,950 | $5,263-63.0% | $4,510-56.8% | $10,132-80.8% |