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 | $92,555 | $117,983-21.6% | $101,794-9.1% | $142,382-35.0% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 18.79% | 36.92%-18.1pp | 30.53%-11.7pp | 217.08%-198.3pp |
| Employer contribution / active EE | $1,337 | $2,773-51.8% | $2,289-41.6% | $4,299-68.9% |
| Participant deferral / active EE | $2,090 | $4,714-55.7% | $4,084-48.8% | $6,507-67.9% |
| Admin fee / account holder | $1,875 | $10,433-82.0% | $8,777-78.6% | $12,624-85.1% |