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 | $84,844 | $99,341-14.6% | $84,750+0.1% | $273,961-69.0% |
| Participation rate | 81.8% | 80.7%+1.1pp | 76.6%+5.2pp | 83.0%-1.2pp |
| Annual return | 10.23% | 22.93%-12.7pp | 22.78%-12.6pp | 41.45%-31.2pp |
| Employer contribution / active EE | $1,482 | $4,214-64.8% | $3,574-58.5% | $4,869-69.6% |
| Participant deferral / active EE | $3,214 | $4,269-24.7% | $3,712-13.4% | $5,287-39.2% |
| Admin fee / account holder | $12,432 | $6,644+87.1% | $5,332+133.1% | $10,132+22.7% |