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 | $82,453 | $123,793-33.4% | $177,821-53.6% | $79,858+3.2% |
| Participation rate | 94.9% | 84.7%+10.2pp | 87.7%+7.2pp | 69.6%+25.2pp |
| Annual return | 12.97% | 22.82%-9.8pp | 48.32%-35.4pp | 31.71%-18.7pp |
| Employer contribution / active EE | $2,187 | $4,095-46.6% | $5,918-63.1% | $2,471-11.5% |
| Participant deferral / active EE | $4,632 | $5,956-22.2% | $7,714-40.0% | $3,740+23.8% |
| Admin fee / account holder | $6,905 | $7,243-4.7% | $12,427-44.4% | $5,306+30.1% |