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 | $88,020 | $135,952-35.3% | $123,892-29.0% | $273,961-67.9% |
| Participation rate | 77.8% | 84.1%-6.3pp | 81.4%-3.6pp | 83.0%-5.2pp |
| Annual return | 8.50% | 56.63%-48.1pp | 47.52%-39.0pp | 41.45%-33.0pp |
| Employer contribution / active EE | $3,569 | $5,170-31.0% | $4,617-22.7% | $4,869-26.7% |
| Participant deferral / active EE | $8,406 | $6,343+32.5% | $5,984+40.5% | $5,287+59.0% |
| Admin fee / account holder | $706 | $9,817-92.8% | $8,357-91.6% | $10,132-93.0% |