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 | $95,967 | $91,552+4.8% | $133,956-28.4% | $79,858+20.2% |
| Participation rate | 87.5% | 73.3%+14.2pp | 79.8%+7.7pp | 69.6%+17.9pp |
| Annual return | 16.65% | 61.85%-45.2pp | 45.09%-28.4pp | 31.71%-15.1pp |
| Employer contribution / active EE | $2,731 | $2,384+14.6% | $3,919-30.3% | $2,471+10.5% |
| Participant deferral / active EE | $5,516 | $3,733+47.7% | $5,048+9.3% | $3,740+47.5% |
| Admin fee / account holder | $4,725 | $6,321-25.2% | $8,927-47.1% | $5,306-10.9% |