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 | $90,654 | $86,929+4.3% | $102,423-11.5% | $80,856+12.1% |
| Participation rate | 76.9% | 72.4%+4.5pp | 76.5%+0.4pp | 67.6%+9.3pp |
| Annual return | 28.37% | 18.88%+9.5pp | 29.32%-0.9pp | 35.59%-7.2pp |
| Employer contribution / active EE | $903 | $2,369-61.9% | $3,023-70.1% | $2,755-67.2% |
| Participant deferral / active EE | $2,793 | $4,118-32.2% | $5,053-44.7% | $4,296-35.0% |
| Admin fee / account holder | $91,630 | $8,049+1038.4% | $9,451+869.6% | $6,918+1224.5% |