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 | $87,606 | $86,929+0.8% | $102,423-14.5% | $80,856+8.3% |
| Participation rate | 71.0% | 72.4%-1.4pp | 76.5%-5.5pp | 67.6%+3.4pp |
| Annual return | 14.41% | 18.88%-4.5pp | 29.32%-14.9pp | 35.59%-21.2pp |
| Employer contribution / active EE | $2,315 | $2,369-2.3% | $3,023-23.4% | $2,755-16.0% |
| Participant deferral / active EE | $4,412 | $4,118+7.1% | $5,053-12.7% | $4,296+2.7% |
| Admin fee / account holder | $4,961 | $8,049-38.4% | $9,451-47.5% | $6,918-28.3% |