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 | $91,236 | $86,929+5.0% | $102,423-10.9% | $80,856+12.8% |
| Participation rate | 81.6% | 72.4%+9.3pp | 76.5%+5.1pp | 67.6%+14.0pp |
| Annual return | 11.63% | 18.88%-7.3pp | 29.32%-17.7pp | 35.59%-24.0pp |
| Employer contribution / active EE | $2,117 | $2,369-10.6% | $3,023-30.0% | $2,755-23.1% |
| Participant deferral / active EE | $3,609 | $4,118-12.4% | $5,053-28.6% | $4,296-16.0% |
| Admin fee / account holder | $7,337 | $8,049-8.8% | $9,451-22.4% | $6,918+6.1% |