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 | $83,222 | $123,793-32.8% | $177,821-53.2% | $79,858+4.2% |
| Participation rate | 78.9% | 84.7%-5.7pp | 87.7%-8.8pp | 69.6%+9.3pp |
| Annual return | 13.29% | 22.82%-9.5pp | 48.32%-35.0pp | 31.71%-18.4pp |
| Employer contribution / active EE | $2,321 | $4,095-43.3% | $5,918-60.8% | $2,471-6.1% |
| Participant deferral / active EE | $4,194 | $5,956-29.6% | $7,714-45.6% | $3,740+12.1% |
| Admin fee / account holder | $9,016 | $7,243+24.5% | $12,427-27.5% | $5,306+69.9% |