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 | $88,883 | $127,065-30.0% | $113,168-21.5% | $142,382-37.6% |
| Participation rate | 76.2% | 79.2%-3.0pp | 76.6%-0.4pp | 80.1%-3.9pp |
| Annual return | 12.01% | 24.03%-12.0pp | 24.27%-12.3pp | 217.08%-205.1pp |
| Employer contribution / active EE | $2,124 | $3,442-38.3% | $2,975-28.6% | $4,299-50.6% |
| Participant deferral / active EE | $4,755 | $5,716-16.8% | $5,107-6.9% | $6,507-26.9% |
| Admin fee / account holder | $45,548 | $15,736+189.5% | $12,068+277.4% | $12,624+260.8% |