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 | $85,668 | $86,929-1.5% | $102,423-16.4% | $80,856+6.0% |
| Participation rate | 85.3% | 72.4%+12.9pp | 76.5%+8.8pp | 67.6%+17.7pp |
| Annual return | 14.25% | 18.88%-4.6pp | 29.32%-15.1pp | 35.59%-21.3pp |
| Employer contribution / active EE | $4,389 | $2,369+85.2% | $3,023+45.2% | $2,755+59.3% |
| Participant deferral / active EE | $6,131 | $4,118+48.9% | $5,053+21.3% | $4,296+42.7% |
| Admin fee / account holder | $1,186 | $8,049-85.3% | $9,451-87.4% | $6,918-82.8% |