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 | $91,417 | $102,605-10.9% | $145,661-37.2% | $84,808+7.8% |
| Participation rate | 76.7% | 74.3%+2.4pp | 77.2%-0.5pp | 68.3%+8.4pp |
| Annual return | 28.79% | 26.50%+2.3pp | 101.46%-72.7pp | 40.90%-12.1pp |
| Employer contribution / active EE | $1,360 | $3,325-59.1% | $4,238-67.9% | $2,631-48.3% |
| Participant deferral / active EE | $4,526 | $5,750-21.3% | $7,198-37.1% | $4,212+7.5% |
| Admin fee / account holder | $11,638 | $8,758+32.9% | $12,466-6.6% | $7,344+58.5% |