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 | $74,085 | $153,772-51.8% | $133,980-44.7% | $273,961-73.0% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.1%-3.7pp | 83.0%+0.3pp |
| Annual return | 13.43% | 36.51%-23.1pp | 29.30%-15.9pp | 41.45%-28.0pp |
| Employer contribution / active EE | $4,253 | $6,029-29.5% | $5,211-18.4% | $4,869-12.6% |
| Participant deferral / active EE | $6,509 | $6,958-6.5% | $6,282+3.6% | $5,287+23.1% |
| Admin fee / account holder | $12,340 | $11,765+4.9% | $9,324+32.3% | $10,132+21.8% |