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 | $87,063 | $86,929+0.2% | $102,423-15.0% | $80,856+7.7% |
| Participation rate | 70.5% | 72.4%-1.9pp | 76.5%-6.0pp | 67.6%+2.8pp |
| Annual return | 12.08% | 18.88%-6.8pp | 29.32%-17.2pp | 35.59%-23.5pp |
| Employer contribution / active EE | $2,159 | $2,369-8.9% | $3,023-28.6% | $2,755-21.6% |
| Participant deferral / active EE | $4,314 | $4,118+4.7% | $5,053-14.6% | $4,296+0.4% |
| Admin fee / account holder | $5,023 | $8,049-37.6% | $9,451-46.9% | $6,918-27.4% |