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 | $91,512 | $89,753+2.0% | $107,525-14.9% | $84,808+7.9% |
| Participation rate | 96.8% | 68.1%+28.7pp | 75.1%+21.7pp | 68.3%+28.5pp |
| Annual return | 16.93% | 29.48%-12.6pp | 181.32%-164.4pp | 40.90%-24.0pp |
| Employer contribution / active EE | $1,781 | $3,113-42.8% | $3,754-52.5% | $2,631-32.3% |
| Participant deferral / active EE | $5,746 | $4,056+41.7% | $5,116+12.3% | $4,212+36.4% |
| Admin fee / account holder | $2,718 | $7,222-62.4% | $8,919-69.5% | $7,344-63.0% |