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 | $84,882 | $95,803-11.4% | $113,168-25.0% | $84,808+0.1% |
| Participation rate | 96.1% | 72.9%+23.2pp | 76.6%+19.5pp | 68.3%+27.8pp |
| Annual return | 14.83% | 25.00%-10.2pp | 24.27%-9.4pp | 40.90%-26.1pp |
| Employer contribution / active EE | $2,268 | $2,360-3.9% | $2,975-23.8% | $2,631-13.8% |
| Participant deferral / active EE | $5,476 | $4,242+29.1% | $5,107+7.2% | $4,212+30.0% |
| Admin fee / account holder | $2,885 | $8,989-67.9% | $12,068-76.1% | $7,344-60.7% |