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 | $88,409 | $95,803-7.7% | $113,168-21.9% | $84,808+4.2% |
| Participation rate | 93.2% | 72.9%+20.3pp | 76.6%+16.6pp | 68.3%+24.8pp |
| Annual return | 13.31% | 25.00%-11.7pp | 24.27%-11.0pp | 40.90%-27.6pp |
| Employer contribution / active EE | $4,471 | $2,360+89.5% | $2,975+50.3% | $2,631+69.9% |
| Participant deferral / active EE | $5,419 | $4,242+27.7% | $5,107+6.1% | $4,212+28.7% |
| Admin fee / account holder | $33,449 | $8,989+272.1% | $12,068+177.2% | $7,344+355.5% |