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 | $79,376 | $99,341-20.1% | $84,750-6.3% | $273,961-71.0% |
| Participation rate | 80.0% | 80.7%-0.7pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 8.29% | 22.93%-14.6pp | 22.78%-14.5pp | 41.45%-33.2pp |
| Employer contribution / active EE | $10,123 | $4,214+140.2% | $3,574+183.2% | $4,869+107.9% |
| Participant deferral / active EE | $8,415 | $4,269+97.1% | $3,712+126.7% | $5,287+59.2% |
| Admin fee / account holder | $862 | $6,644-87.0% | $5,332-83.8% | $10,132-91.5% |