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 | $88,786 | $89,753-1.1% | $107,525-17.4% | $84,808+4.7% |
| Participation rate | 72.5% | 68.1%+4.4pp | 75.1%-2.6pp | 68.3%+4.2pp |
| Annual return | 17.16% | 29.48%-12.3pp | 181.32%-164.2pp | 40.90%-23.7pp |
| Employer contribution / active EE | $3,494 | $3,113+12.2% | $3,754-6.9% | $2,631+32.8% |
| Participant deferral / active EE | $5,482 | $4,056+35.2% | $5,116+7.2% | $4,212+30.2% |
| Admin fee / account holder | $7,374 | $7,222+2.1% | $8,919-17.3% | $7,344+0.4% |