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 | $90,378 | $138,347-34.7% | $184,203-50.9% | $80,856+11.8% |
| Participation rate | 79.7% | 83.9%-4.1pp | 86.8%-7.1pp | 67.6%+12.1pp |
| Annual return | 13.85% | 20.02%-6.2pp | 28.81%-15.0pp | 35.59%-21.7pp |
| Employer contribution / active EE | $2,601 | $4,850-46.4% | $6,427-59.5% | $2,755-5.6% |
| Participant deferral / active EE | $5,226 | $7,071-26.1% | $9,131-42.8% | $4,296+21.7% |
| Admin fee / account holder | $13,263 | $10,483+26.5% | $13,901-4.6% | $6,918+91.7% |