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 | $90,960 | $58,523+55.4% | $99,443-8.5% | $72,985+24.6% |
| Participation rate | 71.4% | 64.6%+6.8pp | 73.8%-2.4pp | 69.5%+1.9pp |
| Annual return | 23.56% | 28.51%-5.0pp | 30.72%-7.2pp | 81.00%-57.4pp |
| Employer contribution / active EE | $1,039 | $1,512-31.3% | $2,540-59.1% | $2,440-57.4% |
| Participant deferral / active EE | $3,910 | $2,606+50.0% | $3,619+8.0% | $3,607+8.4% |
| Admin fee / account holder | $7,488 | $4,102+82.5% | $6,250+19.8% | $5,124+46.1% |