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 | $94,048 | $85,022+10.6% | $70,515+33.4% | $139,434-32.6% |
| Participation rate | 84.2% | 73.9%+10.3pp | 68.3%+15.9pp | 80.3%+3.9pp |
| Annual return | 13.59% | 30.38%-16.8pp | 32.77%-19.2pp | 372.94%-359.4pp |
| Employer contribution / active EE | $978 | $3,909-75.0% | $2,973-67.1% | $4,751-79.4% |
| Participant deferral / active EE | $5,847 | $5,890-0.7% | $4,567+28.0% | $6,710-12.9% |
| Admin fee / account holder | $4,373 | $8,906-50.9% | $6,412-31.8% | $11,403-61.6% |