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 | $82,534 | $138,347-40.3% | $184,203-55.2% | $80,856+2.1% |
| Participation rate | 76.0% | 83.9%-7.9pp | 86.8%-10.8pp | 67.6%+8.4pp |
| Annual return | 13.22% | 20.02%-6.8pp | 28.81%-15.6pp | 35.59%-22.4pp |
| Employer contribution / active EE | $1,780 | $4,850-63.3% | $6,427-72.3% | $2,755-35.4% |
| Participant deferral / active EE | $3,262 | $7,071-53.9% | $9,131-64.3% | $4,296-24.1% |
| Admin fee / account holder | $10,310 | $10,483-1.7% | $13,901-25.8% | $6,918+49.0% |