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 | $87,356 | $87,013+0.4% | $106,213-17.8% | $80,856+8.0% |
| Participation rate | 80.0% | 70.4%+9.6pp | 75.3%+4.7pp | 67.6%+12.4pp |
| Annual return | 15.65% | 17.05%-1.4pp | 116.14%-100.5pp | 35.59%-19.9pp |
| Employer contribution / active EE | $1,271 | $2,395-46.9% | $3,171-59.9% | $2,755-53.9% |
| Participant deferral / active EE | $4,061 | $3,986+1.9% | $5,016-19.0% | $4,296-5.5% |
| Admin fee / account holder | $10,711 | $8,431+27.0% | $11,033-2.9% | $6,918+54.8% |