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 | $80,349 | $148,978-46.1% | $200,582-59.9% | $84,808-5.3% |
| Participation rate | 89.5% | 84.2%+5.2pp | 86.9%+2.6pp | 68.3%+21.2pp |
| Annual return | 13.35% | 28.16%-14.8pp | 42.33%-29.0pp | 40.90%-27.6pp |
| Employer contribution / active EE | $2,845 | $4,815-40.9% | $6,419-55.7% | $2,631+8.1% |
| Participant deferral / active EE | $3,821 | $7,142-46.5% | $9,331-59.1% | $4,212-9.3% |
| Admin fee / account holder | $3,119 | $13,977-77.7% | $16,305-80.9% | $7,344-57.5% |