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 | $79,163 | $90,503-12.5% | $78,689+0.6% | $273,961-71.1% |
| Participation rate | 81.8% | 76.5%+5.3pp | 73.6%+8.3pp | 83.0%-1.2pp |
| Annual return | 3.62% | 75.60%-72.0pp | 62.18%-58.6pp | 41.45%-37.8pp |
| Employer contribution / active EE | $2,214 | $3,176-30.3% | $2,851-22.3% | $4,869-54.5% |
| Participant deferral / active EE | $2,402 | $3,901-38.4% | $3,517-31.7% | $5,287-54.6% |
| Admin fee / account holder | $6,903 | $5,263+31.2% | $4,510+53.0% | $10,132-31.9% |