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 | $87,641 | $89,355-1.9% | $141,162-37.9% | $72,985+20.1% |
| Participation rate | 86.8% | 75.1%+11.7pp | 82.5%+4.3pp | 69.5%+17.3pp |
| Annual return | 23.81% | 111.85%-88.0pp | 71.39%-47.6pp | 81.00%-57.2pp |
| Employer contribution / active EE | $3,395 | $3,114+9.0% | $4,735-28.3% | $2,440+39.1% |
| Participant deferral / active EE | $8,025 | $5,418+48.1% | $6,709+19.6% | $3,607+122.5% |
| Admin fee / account holder | $7,146 | $5,958+19.9% | $10,261-30.4% | $5,124+39.5% |