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 | $83,131 | $138,347-39.9% | $184,203-54.9% | $80,856+2.8% |
| Participation rate | 90.9% | 83.9%+7.0pp | 86.8%+4.1pp | 67.6%+23.3pp |
| Annual return | 11.38% | 20.02%-8.6pp | 28.81%-17.4pp | 35.59%-24.2pp |
| Employer contribution / active EE | $2,144 | $4,850-55.8% | $6,427-66.6% | $2,755-22.2% |
| Participant deferral / active EE | $4,371 | $7,071-38.2% | $9,131-52.1% | $4,296+1.8% |
| Admin fee / account holder | $14,007 | $10,483+33.6% | $13,901+0.8% | $6,918+102.5% |