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 | $86,763 | $214,378-59.5% | $200,582-56.7% | $142,382-39.1% |
| Participation rate | 79.2% | 87.4%-8.3pp | 86.9%-7.7pp | 80.1%-1.0pp |
| Annual return | 12.44% | 46.41%-34.0pp | 42.33%-29.9pp | 217.08%-204.6pp |
| Employer contribution / active EE | $2,318 | $6,841-66.1% | $6,419-63.9% | $4,299-46.1% |
| Participant deferral / active EE | $3,079 | $9,865-68.8% | $9,331-67.0% | $6,507-52.7% |
| Admin fee / account holder | $5,929 | $17,692-66.5% | $16,305-63.6% | $12,624-53.0% |