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 | $83,072 | $96,557-14.0% | $80,975+2.6% | $273,961-69.7% |
| Participation rate | 72.7% | 79.1%-6.4pp | 75.8%-3.1pp | 83.0%-10.3pp |
| Annual return | 14.96% | 15.14%-0.2pp | 17.10%-2.1pp | 41.45%-26.5pp |
| Employer contribution / active EE | $1,781 | $4,868-63.4% | $3,714-52.1% | $4,869-63.4% |
| Participant deferral / active EE | $6,766 | $6,598+2.6% | $5,696+18.8% | $5,287+28.0% |
| Admin fee / account holder | $2,064 | $7,492-72.4% | $5,516-62.6% | $10,132-79.6% |