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 | $90,864 | $127,065-28.5% | $113,168-19.7% | $142,382-36.2% |
| Participation rate | 84.6% | 79.2%+5.4pp | 76.6%+8.1pp | 80.1%+4.5pp |
| Annual return | 17.50% | 24.03%-6.5pp | 24.27%-6.8pp | 217.08%-199.6pp |
| Employer contribution / active EE | $2,236 | $3,442-35.0% | $2,975-24.8% | $4,299-48.0% |
| Participant deferral / active EE | $6,328 | $5,716+10.7% | $5,107+23.9% | $6,507-2.8% |
| Admin fee / account holder | $3,314 | $15,736-78.9% | $12,068-72.5% | $12,624-73.7% |