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 | $83,355 | $89,753-7.1% | $107,525-22.5% | $84,808-1.7% |
| Participation rate | 89.7% | 68.1%+21.7pp | 75.1%+14.7pp | 68.3%+21.4pp |
| Annual return | 17.02% | 29.48%-12.5pp | 181.32%-164.3pp | 40.90%-23.9pp |
| Employer contribution / active EE | $2,571 | $3,113-17.4% | $3,754-31.5% | $2,631-2.3% |
| Participant deferral / active EE | $6,095 | $4,056+50.3% | $5,116+19.2% | $4,212+44.7% |
| Admin fee / account holder | $3,861 | $7,222-46.5% | $8,919-56.7% | $7,344-47.4% |