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 | $88,959 | $110,261-19.3% | $95,745-7.1% | $139,434-36.2% |
| Participation rate | 87.5% | 75.8%+11.7pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 14.03% | 27.11%-13.1pp | 28.35%-14.3pp | 372.94%-358.9pp |
| Employer contribution / active EE | $3,431 | $3,257+5.3% | $2,835+21.0% | $4,751-27.8% |
| Participant deferral / active EE | $7,329 | $4,676+56.7% | $4,245+72.7% | $6,710+9.2% |
| Admin fee / account holder | $944 | $6,613-85.7% | $5,678-83.4% | $11,403-91.7% |