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 | $90,597 | $80,717+12.2% | $154,803-41.5% | $84,808+6.8% |
| Participation rate | 80.4% | 66.8%+13.5pp | 78.1%+2.3pp | 68.3%+12.0pp |
| Annual return | 15.09% | 37.96%-22.9pp | 58.88%-43.8pp | 40.90%-25.8pp |
| Employer contribution / active EE | $2,601 | $2,761-5.8% | $4,305-39.6% | $2,631-1.1% |
| Participant deferral / active EE | $4,778 | $3,303+44.7% | $5,540-13.8% | $4,212+13.5% |
| Admin fee / account holder | $11,125 | $6,746+64.9% | $14,329-22.4% | $7,344+51.5% |