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 | $83,864 | $125,758-33.3% | $169,993-50.7% | $75,163+11.6% |
| Participation rate | 83.8% | 83.6%+0.2pp | 87.0%-3.2pp | 67.2%+16.6pp |
| Annual return | 18.11% | 27.20%-9.1pp | 53.37%-35.3pp | 160.62%-142.5pp |
| Employer contribution / active EE | $2,721 | $4,615-41.0% | $6,785-59.9% | $2,670+1.9% |
| Participant deferral / active EE | $5,689 | $6,837-16.8% | $10,408-45.3% | $4,125+37.9% |
| Admin fee / account holder | $14,168 | $8,173+73.3% | $12,815+10.6% | $5,651+150.7% |