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 | $96,676 | $95,803+0.9% | $113,168-14.6% | $84,808+14.0% |
| Participation rate | 81.8% | 72.9%+9.0pp | 76.6%+5.3pp | 68.3%+13.5pp |
| Annual return | 19.44% | 25.00%-5.6pp | 24.27%-4.8pp | 40.90%-21.5pp |
| Employer contribution / active EE | $836 | $2,360-64.6% | $2,975-71.9% | $2,631-68.2% |
| Participant deferral / active EE | $9,139 | $4,242+115.4% | $5,107+79.0% | $4,212+117.0% |
| Admin fee / account holder | $4,230 | $8,989-52.9% | $12,068-64.9% | $7,344-42.4% |