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 | $76,966 | $138,347-44.4% | $184,203-58.2% | $80,856-4.8% |
| Participation rate | 79.7% | 83.9%-4.2pp | 86.8%-7.1pp | 67.6%+12.0pp |
| Annual return | 12.46% | 20.02%-7.6pp | 28.81%-16.3pp | 35.59%-23.1pp |
| Employer contribution / active EE | $2,023 | $4,850-58.3% | $6,427-68.5% | $2,755-26.6% |
| Participant deferral / active EE | $4,483 | $7,071-36.6% | $9,131-50.9% | $4,296+4.4% |
| Admin fee / account holder | $13,411 | $10,483+27.9% | $13,901-3.5% | $6,918+93.9% |