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 | $90,659 | $215,361-57.9% | $171,082-47.0% | $273,961-66.9% |
| Participation rate | 73.3% | 82.0%-8.7pp | 76.7%-3.4pp | 83.0%-9.7pp |
| Annual return | 10.48% | 25.14%-14.7pp | 32.56%-22.1pp | 41.45%-31.0pp |
| Employer contribution / active EE | $3,099 | $4,967-37.6% | $4,002-22.6% | $4,869-36.3% |
| Participant deferral / active EE | $7,269 | $5,543+31.1% | $4,797+51.5% | $5,287+37.5% |
| Admin fee / account holder | $1,286 | $10,846-88.1% | $8,520-84.9% | $10,132-87.3% |