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 | $87,539 | $90,503-3.3% | $78,689+11.2% | $273,961-68.0% |
| Participation rate | 71.4% | 76.5%-5.1pp | 73.6%-2.1pp | 83.0%-11.6pp |
| Annual return | 9.53% | 75.60%-66.1pp | 62.18%-52.6pp | 41.45%-31.9pp |
| Employer contribution / active EE | $1,826 | $3,176-42.5% | $2,851-35.9% | $4,869-62.5% |
| Participant deferral / active EE | $6,629 | $3,901+69.9% | $3,517+88.5% | $5,287+25.4% |
| Admin fee / account holder | $2,785 | $5,263-47.1% | $4,510-38.3% | $10,132-72.5% |