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 | $84,788 | $89,698-5.5% | $103,476-18.1% | $80,856+4.9% |
| Participation rate | 96.6% | 76.0%+20.6pp | 80.5%+16.0pp | 67.6%+28.9pp |
| Annual return | 12.71% | 22.78%-10.1pp | 23.90%-11.2pp | 35.59%-22.9pp |
| Employer contribution / active EE | $4,010 | $4,018-0.2% | $4,672-14.2% | $2,755+45.5% |
| Participant deferral / active EE | $5,663 | $5,456+3.8% | $6,623-14.5% | $4,296+31.8% |
| Admin fee / account holder | $14,767 | $6,768+118.2% | $9,413+56.9% | $6,918+113.5% |