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 | $87,674 | $80,968+8.3% | $96,544-9.2% | $75,163+16.6% |
| Participation rate | 92.3% | 71.8%+20.5pp | 76.0%+16.3pp | 67.2%+25.1pp |
| Annual return | 15.27% | 27.06%-11.8pp | 25.84%-10.6pp | 160.62%-145.4pp |
| Employer contribution / active EE | $990 | $2,282-56.6% | $2,965-66.6% | $2,670-62.9% |
| Participant deferral / active EE | $6,496 | $3,928+65.4% | $4,851+33.9% | $4,125+57.5% |
| Admin fee / account holder | $1,042 | $6,724-84.5% | $8,252-87.4% | $5,651-81.6% |