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 | $86,081 | $86,929-1.0% | $102,423-16.0% | $80,856+6.5% |
| Participation rate | 79.2% | 72.4%+6.9pp | 76.5%+2.8pp | 67.6%+11.6pp |
| Annual return | 16.09% | 18.88%-2.8pp | 29.32%-13.2pp | 35.59%-19.5pp |
| Employer contribution / active EE | $1,773 | $2,369-25.2% | $3,023-41.4% | $2,755-35.7% |
| Participant deferral / active EE | $3,304 | $4,118-19.8% | $5,053-34.6% | $4,296-23.1% |
| Admin fee / account holder | $2,194 | $8,049-72.7% | $9,451-76.8% | $6,918-68.3% |