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 | $85,795 | $148,978-42.4% | $200,582-57.2% | $84,808+1.2% |
| Participation rate | 84.4% | 84.2%+0.1pp | 86.9%-2.5pp | 68.3%+16.1pp |
| Annual return | 20.03% | 28.16%-8.1pp | 42.33%-22.3pp | 40.90%-20.9pp |
| Employer contribution / active EE | $2,539 | $4,815-47.3% | $6,419-60.4% | $2,631-3.5% |
| Participant deferral / active EE | $4,742 | $7,142-33.6% | $9,331-49.2% | $4,212+12.6% |
| Admin fee / account holder | $10,931 | $13,977-21.8% | $16,305-33.0% | $7,344+48.8% |