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 | $83,846 | $88,707-5.5% | $74,183+13.0% | $273,961-69.4% |
| Participation rate | 76.5% | 79.4%-3.0pp | 76.6%-0.1pp | 83.0%-6.5pp |
| Annual return | 6.45% | 11.94%-5.5pp | 17.74%-11.3pp | 41.45%-35.0pp |
| Employer contribution / active EE | $1,573 | $3,159-50.2% | $2,370-33.6% | $4,869-67.7% |
| Participant deferral / active EE | $5,564 | $4,212+32.1% | $3,550+56.7% | $5,287+5.2% |
| Admin fee / account holder | $13,856 | $8,717+59.0% | $5,586+148.1% | $10,132+36.8% |