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 9-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 | $86,841 | $109,881-21.0% | $150,045-42.1% | $84,808+2.4% |
| Participation rate | 70.3% | 76.1%-5.8pp | 82.3%-12.1pp | 68.3%+2.0pp |
| Annual return | 14.45% | 28.25%-13.8pp | 62.55%-48.1pp | 40.90%-26.4pp |
| Employer contribution / active EE | $1,696 | $3,561-52.4% | $4,693-63.9% | $2,631-35.5% |
| Participant deferral / active EE | $11,681 | $6,636+76.0% | $7,997+46.1% | $4,212+177.4% |
| Admin fee / account holder | $12,070 | $8,568+40.9% | $13,435-10.2% | $7,344+64.4% |