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 | $89,197 | $118,450-24.7% | $98,439-9.4% | $139,434-36.0% |
| Participation rate | 78.3% | 77.4%+0.8pp | 75.2%+3.1pp | 80.3%-2.1pp |
| Annual return | 13.17% | 18.94%-5.8pp | 21.16%-8.0pp | 372.94%-359.8pp |
| Employer contribution / active EE | $1,159 | $3,609-67.9% | $3,048-62.0% | $4,751-75.6% |
| Participant deferral / active EE | $1,733 | $5,392-67.9% | $4,738-63.4% | $6,710-74.2% |
| Admin fee / account holder | $7,243 | $14,026-48.4% | $8,948-19.1% | $11,403-36.5% |