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 8-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 | $74,787 | $73,638+1.6% | $95,952-22.1% | $73,488+1.8% |
| Participation rate | 78.4% | 76.2%+2.3pp | 77.1%+1.4pp | 70.7%+7.8pp |
| Annual return | 12.32% | 16.78%-4.5pp | 91.61%-79.3pp | 28.51%-16.2pp |
| Employer contribution / active EE | $1,094 | $1,863-41.3% | $2,541-56.9% | $2,270-51.8% |
| Participant deferral / active EE | $4,191 | $3,617+15.9% | $4,167+0.6% | $3,740+12.1% |
| Admin fee / account holder | $10,713 | $482+2122.2% | $6,795+57.7% | $513+1988.0% |