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 | $87,148 | $109,881-20.7% | $150,045-41.9% | $84,808+2.8% |
| Participation rate | 75.4% | 76.1%-0.6pp | 82.3%-6.9pp | 68.3%+7.1pp |
| Annual return | 14.47% | 28.25%-13.8pp | 62.55%-48.1pp | 40.90%-26.4pp |
| Employer contribution / active EE | $1,257 | $3,561-64.7% | $4,693-73.2% | $2,631-52.2% |
| Participant deferral / active EE | $3,543 | $6,636-46.6% | $7,997-55.7% | $4,212-15.9% |
| Admin fee / account holder | $5,091 | $8,568-40.6% | $13,435-62.1% | $7,344-30.7% |