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 | $81,122 | $148,978-45.5% | $200,582-59.6% | $84,808-4.3% |
| Participation rate | 77.9% | 84.2%-6.3pp | 86.9%-8.9pp | 68.3%+9.6pp |
| Annual return | 14.62% | 28.16%-13.5pp | 42.33%-27.7pp | 40.90%-26.3pp |
| Employer contribution / active EE | $5,869 | $4,815+21.9% | $6,419-8.6% | $2,631+123.1% |
| Participant deferral / active EE | $3,424 | $7,142-52.1% | $9,331-63.3% | $4,212-18.7% |
| Admin fee / account holder | $8,674 | $13,977-37.9% | $16,305-46.8% | $7,344+18.1% |