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 | $93,837 | $87,733+7.0% | $106,548-11.9% | $85,850+9.3% |
| Participation rate | 86.8% | 71.9%+14.9pp | 76.1%+10.7pp | 69.3%+17.5pp |
| Annual return | 14.37% | 21.86%-7.5pp | 26.80%-12.4pp | 318.53%-304.2pp |
| Employer contribution / active EE | $1,814 | $2,073-12.5% | $2,819-35.7% | $2,565-29.3% |
| Participant deferral / active EE | $5,785 | $3,469+66.8% | $4,398+31.5% | $3,952+46.4% |
| Admin fee / account holder | $5,105 | $6,767-24.6% | $7,407-31.1% | $6,260-18.4% |