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 | $91,130 | $93,170-2.2% | $100,534-9.4% | $84,808+7.5% |
| Participation rate | 72.2% | 75.8%-3.6pp | 80.6%-8.4pp | 68.3%+3.9pp |
| Annual return | 16.00% | 47.13%-31.1pp | 32.66%-16.7pp | 40.90%-24.9pp |
| Employer contribution / active EE | $3,233 | $3,985-18.9% | $4,346-25.6% | $2,631+22.9% |
| Participant deferral / active EE | $6,797 | $5,699+19.3% | $6,144+10.6% | $4,212+61.4% |
| Admin fee / account holder | $2,798 | $7,382-62.1% | $7,654-63.4% | $7,344-61.9% |