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 | $79,696 | $86,929-8.3% | $102,423-22.2% | $80,856-1.4% |
| Participation rate | 75.0% | 72.4%+2.6pp | 76.5%-1.5pp | 67.6%+7.4pp |
| Annual return | 11.95% | 18.88%-6.9pp | 29.32%-17.4pp | 35.59%-23.6pp |
| Employer contribution / active EE | $1,292 | $2,369-45.5% | $3,023-57.3% | $2,755-53.1% |
| Participant deferral / active EE | $4,478 | $4,118+8.7% | $5,053-11.4% | $4,296+4.3% |
| Admin fee / account holder | $3,704 | $8,049-54.0% | $9,451-60.8% | $6,918-46.5% |