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 | $81,300 | $148,978-45.4% | $200,582-59.5% | $84,808-4.1% |
| Participation rate | 81.5% | 84.2%-2.7pp | 86.9%-5.4pp | 68.3%+13.2pp |
| Annual return | 16.26% | 28.16%-11.9pp | 42.33%-26.1pp | 40.90%-24.6pp |
| Employer contribution / active EE | $1,912 | $4,815-60.3% | $6,419-70.2% | $2,631-27.3% |
| Participant deferral / active EE | $4,498 | $7,142-37.0% | $9,331-51.8% | $4,212+6.8% |
| Admin fee / account holder | $3,218 | $13,977-77.0% | $16,305-80.3% | $7,344-56.2% |