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 | $86,093 | $95,803-10.1% | $113,168-23.9% | $84,808+1.5% |
| Participation rate | 82.8% | 72.9%+9.9pp | 76.6%+6.2pp | 68.3%+14.4pp |
| Annual return | 15.16% | 25.00%-9.8pp | 24.27%-9.1pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,650 | $2,360-30.1% | $2,975-44.5% | $2,631-37.3% |
| Participant deferral / active EE | $2,974 | $4,242-29.9% | $5,107-41.8% | $4,212-29.4% |
| Admin fee / account holder | $1,785 | $8,989-80.1% | $12,068-85.2% | $7,344-75.7% |