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 | $90,092 | $109,413-17.7% | $156,263-42.3% | $84,808+6.2% |
| Participation rate | 70.8% | 72.7%-1.9pp | 78.9%-8.1pp | 68.3%+2.5pp |
| Annual return | 13.41% | 20.18%-6.8pp | 59.47%-46.1pp | 40.90%-27.5pp |
| Employer contribution / active EE | $2,410 | $2,907-17.1% | $4,333-44.4% | $2,631-8.4% |
| Participant deferral / active EE | $6,295 | $4,590+37.2% | $6,158+2.2% | $4,212+49.5% |
| Admin fee / account holder | $15,785 | $9,357+68.7% | $14,255+10.7% | $7,344+114.9% |