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 | $90,901 | $74,927+21.3% | $101,794-10.7% | $84,808+7.2% |
| Participation rate | 80.7% | 61.4%+19.3pp | 69.2%+11.5pp | 68.3%+12.4pp |
| Annual return | 16.43% | 18.70%-2.3pp | 30.53%-14.1pp | 40.90%-24.5pp |
| Employer contribution / active EE | $1,069 | $1,522-29.8% | $2,289-53.3% | $2,631-59.4% |
| Participant deferral / active EE | $5,146 | $3,099+66.1% | $4,084+26.0% | $4,212+22.2% |
| Admin fee / account holder | $3,753 | $6,514-42.4% | $8,777-57.2% | $7,344-48.9% |