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 | $81,694 | $86,929-6.0% | $102,423-20.2% | $80,856+1.0% |
| Participation rate | 73.8% | 72.4%+1.4pp | 76.5%-2.7pp | 67.6%+6.2pp |
| Annual return | 16.71% | 18.88%-2.2pp | 29.32%-12.6pp | 35.59%-18.9pp |
| Employer contribution / active EE | $859 | $2,369-63.7% | $3,023-71.6% | $2,755-68.8% |
| Participant deferral / active EE | $2,469 | $4,118-40.0% | $5,053-51.1% | $4,296-42.5% |
| Admin fee / account holder | $40,335 | $8,049+401.1% | $9,451+326.8% | $6,918+483.0% |