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 | $87,970 | $73,933+19.0% | $96,683-9.0% | $75,163+17.0% |
| Participation rate | 83.1% | 66.4%+16.7pp | 74.3%+8.8pp | 67.2%+15.9pp |
| Annual return | 18.29% | 26.70%-8.4pp | 35.69%-17.4pp | 160.62%-142.3pp |
| Employer contribution / active EE | $2,115 | $2,928-27.8% | $3,737-43.4% | $2,670-20.8% |
| Participant deferral / active EE | $5,943 | $3,659+62.4% | $4,878+21.8% | $4,125+44.1% |
| Admin fee / account holder | $4,989 | $5,216-4.4% | $6,730-25.9% | $5,651-11.7% |