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 | $88,113 | $93,571-5.8% | $135,903-35.2% | $75,163+17.2% |
| Participation rate | 83.0% | 75.2%+7.8pp | 81.9%+1.1pp | 67.2%+15.8pp |
| Annual return | 21.74% | 30.90%-9.2pp | 68.23%-46.5pp | 160.62%-138.9pp |
| Employer contribution / active EE | $2,504 | $3,537-29.2% | $4,856-48.4% | $2,670-6.2% |
| Participant deferral / active EE | $5,988 | $6,404-6.5% | $7,758-22.8% | $4,125+45.2% |
| Admin fee / account holder | $4,367 | $6,975-37.4% | $10,762-59.4% | $5,651-22.7% |