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 | $87,114 | $163,101-46.6% | $136,749-36.3% | $142,382-38.8% |
| Participation rate | 80.0% | 78.2%+1.8pp | 72.1%+7.9pp | 80.1%-0.1pp |
| Annual return | 17.14% | 27.54%-10.4pp | 24.33%-7.2pp | 217.08%-199.9pp |
| Employer contribution / active EE | $5,342 | $4,117+29.8% | $3,400+57.2% | $4,299+24.3% |
| Participant deferral / active EE | $1,463 | $5,585-73.8% | $4,692-68.8% | $6,507-77.5% |
| Admin fee / account holder | $4,261 | $14,318-70.2% | $11,386-62.6% | $12,624-66.2% |