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 | $80,470 | $83,477-3.6% | $125,175-35.7% | $72,985+10.3% |
| Participation rate | 70.7% | 73.3%-2.6pp | 79.8%-9.1pp | 69.5%+1.2pp |
| Annual return | 24.44% | 25.78%-1.3pp | 43.79%-19.4pp | 81.00%-56.6pp |
| Employer contribution / active EE | $1,349 | $2,345-42.5% | $3,865-65.1% | $2,440-44.7% |
| Participant deferral / active EE | $3,669 | $3,585+2.3% | $4,937-25.7% | $3,607+1.7% |
| Admin fee / account holder | $2,644 | $5,517-52.1% | $9,702-72.7% | $5,124-48.4% |