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 | $88,918 | $109,881-19.1% | $150,045-40.7% | $84,808+4.8% |
| Participation rate | 75.0% | 76.1%-1.1pp | 82.3%-7.3pp | 68.3%+6.7pp |
| Annual return | 14.80% | 28.25%-13.4pp | 62.55%-47.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $3,203 | $3,561-10.1% | $4,693-31.8% | $2,631+21.7% |
| Participant deferral / active EE | $8,536 | $6,636+28.6% | $7,997+6.7% | $4,212+102.7% |
| Admin fee / account holder | $10,503 | $8,568+22.6% | $13,435-21.8% | $7,344+43.0% |