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 | $87,814 | $87,013+0.9% | $106,213-17.3% | $80,856+8.6% |
| Participation rate | 78.9% | 70.4%+8.5pp | 75.3%+3.7pp | 67.6%+11.3pp |
| Annual return | 14.86% | 17.05%-2.2pp | 116.14%-101.3pp | 35.59%-20.7pp |
| Employer contribution / active EE | $1,935 | $2,395-19.2% | $3,171-39.0% | $2,755-29.8% |
| Participant deferral / active EE | $5,212 | $3,986+30.8% | $5,016+3.9% | $4,296+21.3% |
| Admin fee / account holder | $17,594 | $8,431+108.7% | $11,033+59.5% | $6,918+154.3% |