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 | $90,725 | $80,717+12.4% | $154,803-41.4% | $84,808+7.0% |
| Participation rate | 89.7% | 66.8%+22.9pp | 78.1%+11.7pp | 68.3%+21.4pp |
| Annual return | 20.58% | 37.96%-17.4pp | 58.88%-38.3pp | 40.90%-20.3pp |
| Employer contribution / active EE | $2,072 | $2,761-25.0% | $4,305-51.9% | $2,631-21.3% |
| Participant deferral / active EE | $3,910 | $3,303+18.4% | $5,540-29.4% | $4,212-7.2% |
| Admin fee / account holder | $2,469 | $6,746-63.4% | $14,329-82.8% | $7,344-66.4% |