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 | $78,906 | $76,552+3.1% | $123,892-36.3% | $62,891+25.5% |
| Participation rate | 80.0% | 73.0%+7.0pp | 81.4%-1.4pp | 69.3%+10.7pp |
| Annual return | 9.12% | 18.68%-9.6pp | 47.52%-38.4pp | 20.14%-11.0pp |
| Employer contribution / active EE | $2,171 | $2,883-24.7% | $4,617-53.0% | $2,281-4.8% |
| Participant deferral / active EE | $8,170 | $4,840+68.8% | $5,984+36.5% | $3,203+155.1% |
| Admin fee / account holder | $5,791 | $4,826+20.0% | $8,357-30.7% | $4,296+34.8% |