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 | $86,973 | $138,347-37.1% | $184,203-52.8% | $80,856+7.6% |
| Participation rate | 82.4% | 83.9%-1.4pp | 86.8%-4.4pp | 67.6%+14.8pp |
| Annual return | 12.16% | 20.02%-7.9pp | 28.81%-16.6pp | 35.59%-23.4pp |
| Employer contribution / active EE | $2,664 | $4,850-45.1% | $6,427-58.6% | $2,755-3.3% |
| Participant deferral / active EE | $5,683 | $7,071-19.6% | $9,131-37.8% | $4,296+32.3% |
| Admin fee / account holder | $13,304 | $10,483+26.9% | $13,901-4.3% | $6,918+92.3% |