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 | $84,963 | $90,503-6.1% | $78,689+8.0% | $273,961-69.0% |
| Participation rate | 78.6% | 76.5%+2.1pp | 73.6%+5.0pp | 83.0%-4.4pp |
| Annual return | 29.36% | 75.60%-46.2pp | 62.18%-32.8pp | 41.45%-12.1pp |
| Employer contribution / active EE | $3,188 | $3,176+0.4% | $2,851+11.8% | $4,869-34.5% |
| Participant deferral / active EE | $5,917 | $3,901+51.7% | $3,517+68.3% | $5,287+11.9% |
| Admin fee / account holder | $2,450 | $5,263-53.4% | $4,510-45.7% | $10,132-75.8% |