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 | $81,162 | $80,968+0.2% | $96,544-15.9% | $75,163+8.0% |
| Participation rate | 89.7% | 71.8%+17.9pp | 76.0%+13.7pp | 67.2%+22.5pp |
| Annual return | 12.89% | 27.06%-14.2pp | 25.84%-13.0pp | 160.62%-147.7pp |
| Employer contribution / active EE | $1,431 | $2,282-37.3% | $2,965-51.7% | $2,670-46.4% |
| Participant deferral / active EE | $5,385 | $3,928+37.1% | $4,851+11.0% | $4,125+30.5% |
| Admin fee / account holder | $6,466 | $6,724-3.8% | $8,252-21.7% | $5,651+14.4% |