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 | $94,872 | $93,571+1.4% | $135,903-30.2% | $75,163+26.2% |
| Participation rate | 81.6% | 75.2%+6.4pp | 81.9%-0.3pp | 67.2%+14.4pp |
| Annual return | 20.51% | 30.90%-10.4pp | 68.23%-47.7pp | 160.62%-140.1pp |
| Employer contribution / active EE | $2,958 | $3,537-16.4% | $4,856-39.1% | $2,670+10.8% |
| Participant deferral / active EE | $7,956 | $6,404+24.2% | $7,758+2.6% | $4,125+92.9% |
| Admin fee / account holder | $2,190 | $6,975-68.6% | $10,762-79.6% | $5,651-61.2% |