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 | $90,653 | $99,985-9.3% | $146,665-38.2% | $85,850+5.6% |
| Participation rate | 79.5% | 73.1%+6.4pp | 80.1%-0.6pp | 69.3%+10.2pp |
| Annual return | 12.62% | 18.93%-6.3pp | 22.74%-10.1pp | 318.53%-305.9pp |
| Employer contribution / active EE | $2,612 | $2,559+2.1% | $4,136-36.9% | $2,565+1.8% |
| Participant deferral / active EE | $3,368 | $4,006-15.9% | $5,506-38.8% | $3,952-14.8% |
| Admin fee / account holder | $9,157 | $7,702+18.9% | $10,280-10.9% | $6,260+46.3% |