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 | $71,833 | $123,793-42.0% | $177,821-59.6% | $79,858-10.0% |
| Participation rate | 78.4% | 84.7%-6.3pp | 87.7%-9.3pp | 69.6%+8.7pp |
| Annual return | 14.06% | 22.82%-8.8pp | 48.32%-34.3pp | 31.71%-17.7pp |
| Employer contribution / active EE | $2,726 | $4,095-33.4% | $5,918-53.9% | $2,471+10.3% |
| Participant deferral / active EE | $10,448 | $5,956+75.4% | $7,714+35.4% | $3,740+179.4% |
| Admin fee / account holder | $1,028 | $7,243-85.8% | $12,427-91.7% | $5,306-80.6% |