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 | $84,041 | $148,978-43.6% | $200,582-58.1% | $84,808-0.9% |
| Participation rate | 79.7% | 84.2%-4.5pp | 86.9%-7.2pp | 68.3%+11.4pp |
| Annual return | 18.62% | 28.16%-9.5pp | 42.33%-23.7pp | 40.90%-22.3pp |
| Employer contribution / active EE | $2,189 | $4,815-54.5% | $6,419-65.9% | $2,631-16.8% |
| Participant deferral / active EE | $4,962 | $7,142-30.5% | $9,331-46.8% | $4,212+17.8% |
| Admin fee / account holder | $5,547 | $13,977-60.3% | $16,305-66.0% | $7,344-24.5% |