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 | $86,355 | $101,724-15.1% | $164,813-47.6% | $80,856+6.8% |
| Participation rate | 73.1% | 71.8%+1.2pp | 78.6%-5.5pp | 67.6%+5.4pp |
| Annual return | 12.62% | 16.72%-4.1pp | 69.93%-57.3pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,636 | $2,953-44.6% | $4,341-62.3% | $2,755-40.6% |
| Participant deferral / active EE | $2,748 | $4,477-38.6% | $6,031-54.4% | $4,296-36.0% |
| Admin fee / account holder | $10,318 | $8,227+25.4% | $12,690-18.7% | $6,918+49.2% |