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 | $80,099 | $123,793-35.3% | $177,821-55.0% | $79,858+0.3% |
| Participation rate | 92.3% | 84.7%+7.7pp | 87.7%+4.6pp | 69.6%+22.7pp |
| Annual return | 12.33% | 22.82%-10.5pp | 48.32%-36.0pp | 31.71%-19.4pp |
| Employer contribution / active EE | $5,492 | $4,095+34.1% | $5,918-7.2% | $2,471+122.3% |
| Participant deferral / active EE | $7,430 | $5,956+24.7% | $7,714-3.7% | $3,740+98.7% |
| Admin fee / account holder | $8,246 | $7,243+13.9% | $12,427-33.6% | $5,306+55.4% |