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 | $81,433 | $138,347-41.1% | $184,203-55.8% | $80,856+0.7% |
| Participation rate | 92.0% | 83.9%+8.1pp | 86.8%+5.2pp | 67.6%+24.4pp |
| Annual return | 11.51% | 20.02%-8.5pp | 28.81%-17.3pp | 35.59%-24.1pp |
| Employer contribution / active EE | $2,809 | $4,850-42.1% | $6,427-56.3% | $2,755+2.0% |
| Participant deferral / active EE | $4,779 | $7,071-32.4% | $9,131-47.7% | $4,296+11.3% |
| Admin fee / account holder | $3,094 | $10,483-70.5% | $13,901-77.7% | $6,918-55.3% |