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 | $85,498 | $87,841-2.7% | $133,980-36.2% | $62,891+35.9% |
| Participation rate | 78.7% | 83.4%-4.7pp | 87.1%-8.4pp | 69.3%+9.4pp |
| Annual return | 8.46% | 12.05%-3.6pp | 29.30%-20.8pp | 20.14%-11.7pp |
| Employer contribution / active EE | $1,842 | $3,483-47.1% | $5,211-64.6% | $2,281-19.2% |
| Participant deferral / active EE | $3,725 | $4,812-22.6% | $6,282-40.7% | $3,203+16.3% |
| Admin fee / account holder | $8,175 | $5,371+52.2% | $9,324-12.3% | $4,296+90.3% |