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 | $88,496 | $74,927+18.1% | $101,794-13.1% | $84,808+4.3% |
| Participation rate | 74.4% | 61.4%+13.0pp | 69.2%+5.2pp | 68.3%+6.0pp |
| Annual return | 14.10% | 18.70%-4.6pp | 30.53%-16.4pp | 40.90%-26.8pp |
| Employer contribution / active EE | $757 | $1,522-50.2% | $2,289-66.9% | $2,631-71.2% |
| Participant deferral / active EE | $3,308 | $3,099+6.7% | $4,084-19.0% | $4,212-21.4% |
| Admin fee / account holder | $20,355 | $6,514+212.5% | $8,777+131.9% | $7,344+177.2% |