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 | $90,444 | $95,803-5.6% | $113,168-20.1% | $84,808+6.6% |
| Participation rate | 90.4% | 72.9%+17.5pp | 76.6%+13.8pp | 68.3%+22.1pp |
| Annual return | 14.14% | 25.00%-10.9pp | 24.27%-10.1pp | 40.90%-26.8pp |
| Employer contribution / active EE | $717 | $2,360-69.6% | $2,975-75.9% | $2,631-72.7% |
| Participant deferral / active EE | $5,312 | $4,242+25.2% | $5,107+4.0% | $4,212+26.1% |
| Admin fee / account holder | $11,280 | $8,989+25.5% | $12,068-6.5% | $7,344+53.6% |