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 | $81,732 | $93,571-12.7% | $135,903-39.9% | $75,163+8.7% |
| Participation rate | 80.0% | 75.2%+4.8pp | 81.9%-1.9pp | 67.2%+12.8pp |
| Annual return | 23.76% | 30.90%-7.1pp | 68.23%-44.5pp | 160.62%-136.9pp |
| Employer contribution / active EE | $2,287 | $3,537-35.3% | $4,856-52.9% | $2,670-14.4% |
| Participant deferral / active EE | $7,707 | $6,404+20.3% | $7,758-0.7% | $4,125+86.8% |
| Admin fee / account holder | $4,768 | $6,975-31.6% | $10,762-55.7% | $5,651-15.6% |