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 | $83,824 | $80,673+3.9% | $101,326-17.3% | $84,808-1.2% |
| Participation rate | 77.1% | 77.8%-0.6pp | 81.5%-4.4pp | 68.3%+8.8pp |
| Annual return | 16.54% | 38.95%-22.4pp | 36.82%-20.3pp | 40.90%-24.4pp |
| Employer contribution / active EE | $823 | $2,698-69.5% | $3,665-77.6% | $2,631-68.7% |
| Participant deferral / active EE | $4,258 | $6,840-37.8% | $7,994-46.7% | $4,212+1.1% |
| Admin fee / account holder | $14,761 | $12,784+15.5% | $11,185+32.0% | $7,344+101.0% |