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 | $87,775 | $85,766+2.3% | $136,294-35.6% | $70,131+25.2% |
| Participation rate | 85.0% | 74.2%+10.8pp | 81.9%+3.1pp | 69.5%+15.5pp |
| Annual return | 18.99% | 31.45%-12.5pp | 5155.94%-5136.9pp | 73.14%-54.2pp |
| Employer contribution / active EE | $2,905 | $2,966-2.0% | $4,695-38.1% | $2,342+24.0% |
| Participant deferral / active EE | $4,451 | $5,051-11.9% | $6,247-28.8% | $3,332+33.6% |
| Admin fee / account holder | $2,432 | $5,420-55.1% | $9,243-73.7% | $4,645-47.7% |