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 | $82,294 | $81,460+1.0% | $103,333-20.4% | $80,856+1.8% |
| Participation rate | 70.3% | 66.8%+3.4pp | 74.5%-4.2pp | 67.6%+2.6pp |
| Annual return | 11.81% | 25.55%-13.7pp | 24.88%-13.1pp | 35.59%-23.8pp |
| Employer contribution / active EE | $2,887 | $3,105-7.0% | $3,868-25.4% | $2,755+4.8% |
| Participant deferral / active EE | $6,691 | $3,869+73.0% | $5,057+32.3% | $4,296+55.8% |
| Admin fee / account holder | $1,780 | $6,566-72.9% | $8,355-78.7% | $6,918-74.3% |