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 | $91,581 | $148,978-38.5% | $200,582-54.3% | $84,808+8.0% |
| Participation rate | 70.3% | 84.2%-14.0pp | 86.9%-16.6pp | 68.3%+2.0pp |
| Annual return | 13.72% | 28.16%-14.4pp | 42.33%-28.6pp | 40.90%-27.2pp |
| Employer contribution / active EE | $2,005 | $4,815-58.4% | $6,419-68.8% | $2,631-23.8% |
| Participant deferral / active EE | $9,822 | $7,142+37.5% | $9,331+5.3% | $4,212+133.2% |
| Admin fee / account holder | $18,667 | $13,977+33.6% | $16,305+14.5% | $7,344+154.2% |