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 | $92,978 | $101,724-8.6% | $164,813-43.6% | $80,856+15.0% |
| Participation rate | 78.4% | 71.8%+6.6pp | 78.6%-0.2pp | 67.6%+10.8pp |
| Annual return | 15.01% | 16.72%-1.7pp | 69.93%-54.9pp | 35.59%-20.6pp |
| Employer contribution / active EE | $1,287 | $2,953-56.4% | $4,341-70.4% | $2,755-53.3% |
| Participant deferral / active EE | $2,344 | $4,477-47.6% | $6,031-61.1% | $4,296-45.4% |
| Admin fee / account holder | $3,683 | $8,227-55.2% | $12,690-71.0% | $6,918-46.8% |