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 | $86,140 | $68,719+25.4% | $91,541-5.9% | $84,808+1.6% |
| Participation rate | 77.1% | 64.5%+12.6pp | 69.8%+7.3pp | 68.3%+8.8pp |
| Annual return | 17.49% | 19.12%-1.6pp | 20.50%-3.0pp | 40.90%-23.4pp |
| Employer contribution / active EE | $1,270 | $1,920-33.8% | $2,505-49.3% | $2,631-51.7% |
| Participant deferral / active EE | $4,110 | $3,136+31.1% | $4,008+2.6% | $4,212-2.4% |
| Admin fee / account holder | $1,485 | $5,786-74.3% | $6,956-78.7% | $7,344-79.8% |