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 | $84,471 | $109,881-23.1% | $150,045-43.7% | $84,808-0.4% |
| Participation rate | 89.7% | 76.1%+13.7pp | 82.3%+7.4pp | 68.3%+21.4pp |
| Annual return | 18.31% | 28.25%-9.9pp | 62.55%-44.2pp | 40.90%-22.6pp |
| Employer contribution / active EE | $3,079 | $3,561-13.5% | $4,693-34.4% | $2,631+17.0% |
| Participant deferral / active EE | $5,934 | $6,636-10.6% | $7,997-25.8% | $4,212+40.9% |
| Admin fee / account holder | $9,175 | $8,568+7.1% | $13,435-31.7% | $7,344+24.9% |