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 | $82,748 | $123,793-33.2% | $177,821-53.5% | $79,858+3.6% |
| Participation rate | 93.2% | 84.7%+8.5pp | 87.7%+5.5pp | 69.6%+23.5pp |
| Annual return | 19.49% | 22.82%-3.3pp | 48.32%-28.8pp | 31.71%-12.2pp |
| Employer contribution / active EE | $2,513 | $4,095-38.6% | $5,918-57.5% | $2,471+1.7% |
| Participant deferral / active EE | $4,700 | $5,956-21.1% | $7,714-39.1% | $3,740+25.7% |
| Admin fee / account holder | $1,185 | $7,243-83.6% | $12,427-90.5% | $5,306-77.7% |