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 | $93,937 | $101,724-7.7% | $164,813-43.0% | $80,856+16.2% |
| Participation rate | 72.3% | 71.8%+0.5pp | 78.6%-6.3pp | 67.6%+4.7pp |
| Annual return | 12.65% | 16.72%-4.1pp | 69.93%-57.3pp | 35.59%-22.9pp |
| Employer contribution / active EE | $2,367 | $2,953-19.9% | $4,341-45.5% | $2,755-14.1% |
| Participant deferral / active EE | $5,699 | $4,477+27.3% | $6,031-5.5% | $4,296+32.7% |
| Admin fee / account holder | $8,210 | $8,227-0.2% | $12,690-35.3% | $6,918+18.7% |