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 | $84,958 | $45,073+88.5% | $69,455+22.3% | $72,985+16.4% |
| Participation rate | 90.1% | 68.5%+21.6pp | 74.6%+15.5pp | 69.5%+20.6pp |
| Annual return | 17.73% | 22.65%-4.9pp | 28.97%-11.2pp | 81.00%-63.3pp |
| Employer contribution / active EE | $1,564 | $2,054-23.9% | $2,779-43.7% | $2,440-35.9% |
| Participant deferral / active EE | $2,612 | $2,602+0.4% | $3,535-26.1% | $3,607-27.6% |
| Admin fee / account holder | $9,089 | $3,056+197.5% | $3,839+136.7% | $5,124+77.4% |