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 | $86,445 | $138,347-37.5% | $184,203-53.1% | $80,856+6.9% |
| Participation rate | 83.3% | 83.9%-0.5pp | 86.8%-3.5pp | 67.6%+15.7pp |
| Annual return | 14.28% | 20.02%-5.7pp | 28.81%-14.5pp | 35.59%-21.3pp |
| Employer contribution / active EE | $2,986 | $4,850-38.4% | $6,427-53.5% | $2,755+8.4% |
| Participant deferral / active EE | $3,581 | $7,071-49.4% | $9,131-60.8% | $4,296-16.6% |
| Admin fee / account holder | $2,713 | $10,483-74.1% | $13,901-80.5% | $6,918-60.8% |