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 5-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 | $86,125 | $86,929-0.9% | $102,423-15.9% | $80,856+6.5% |
| Participation rate | 78.4% | 72.4%+6.1pp | 76.5%+1.9pp | 67.6%+10.8pp |
| Annual return | 12.68% | 18.88%-6.2pp | 29.32%-16.6pp | 35.59%-22.9pp |
| Employer contribution / active EE | $1,043 | $2,369-56.0% | $3,023-65.5% | $2,755-62.1% |
| Participant deferral / active EE | $4,378 | $4,118+6.3% | $5,053-13.4% | $4,296+1.9% |
| Admin fee / account holder | $1,781 | $8,049-77.9% | $9,451-81.2% | $6,918-74.3% |