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 | $88,251 | $109,359-19.3% | $162,163-45.6% | $72,985+20.9% |
| Participation rate | 78.4% | 84.3%-5.9pp | 87.6%-9.2pp | 69.5%+8.9pp |
| Annual return | 26.50% | 25.46%+1.0pp | 115.59%-89.1pp | 81.00%-54.5pp |
| Employer contribution / active EE | $2,057 | $3,907-47.3% | $5,614-63.4% | $2,440-15.7% |
| Participant deferral / active EE | $4,147 | $5,481-24.3% | $7,298-43.2% | $3,607+14.9% |
| Admin fee / account holder | $2,388 | $7,972-70.0% | $10,843-78.0% | $5,124-53.4% |