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 | $89,482 | $86,929+2.9% | $102,423-12.6% | $80,856+10.7% |
| Participation rate | 80.6% | 72.4%+8.3pp | 76.5%+4.2pp | 67.6%+13.0pp |
| Annual return | 11.86% | 18.88%-7.0pp | 29.32%-17.5pp | 35.59%-23.7pp |
| Employer contribution / active EE | $2,865 | $2,369+20.9% | $3,023-5.2% | $2,755+4.0% |
| Participant deferral / active EE | $4,569 | $4,118+10.9% | $5,053-9.6% | $4,296+6.4% |
| Admin fee / account holder | $19,144 | $8,049+137.8% | $9,451+102.6% | $6,918+176.7% |