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 | $80,240 | $148,978-46.1% | $200,582-60.0% | $84,808-5.4% |
| Participation rate | 80.0% | 84.2%-4.2pp | 86.9%-6.9pp | 68.3%+11.7pp |
| Annual return | 16.80% | 28.16%-11.4pp | 42.33%-25.5pp | 40.90%-24.1pp |
| Employer contribution / active EE | $2,820 | $4,815-41.4% | $6,419-56.1% | $2,631+7.2% |
| Participant deferral / active EE | $4,807 | $7,142-32.7% | $9,331-48.5% | $4,212+14.1% |
| Admin fee / account holder | $31,764 | $13,977+127.3% | $16,305+94.8% | $7,344+332.5% |