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 | $75,049 | $123,793-39.4% | $177,821-57.8% | $79,858-6.0% |
| Participation rate | 92.6% | 84.7%+7.9pp | 87.7%+4.9pp | 69.6%+23.0pp |
| Annual return | 11.38% | 22.82%-11.4pp | 48.32%-36.9pp | 31.71%-20.3pp |
| Employer contribution / active EE | $2,088 | $4,095-49.0% | $5,918-64.7% | $2,471-15.5% |
| Participant deferral / active EE | $5,524 | $5,956-7.3% | $7,714-28.4% | $3,740+47.7% |
| Admin fee / account holder | $6,983 | $7,243-3.6% | $12,427-43.8% | $5,306+31.6% |