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 | $80,509 | $80,673-0.2% | $101,326-20.5% | $84,808-5.1% |
| Participation rate | 93.8% | 77.8%+16.0pp | 81.5%+12.3pp | 68.3%+25.4pp |
| Annual return | 17.67% | 38.95%-21.3pp | 36.82%-19.2pp | 40.90%-23.2pp |
| Employer contribution / active EE | $3,761 | $2,698+39.4% | $3,665+2.6% | $2,631+42.9% |
| Participant deferral / active EE | $5,242 | $6,840-23.4% | $7,994-34.4% | $4,212+24.5% |
| Admin fee / account holder | $6,817 | $12,784-46.7% | $11,185-39.1% | $7,344-7.2% |