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 9-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 | $91,160 | $86,929+4.9% | $102,423-11.0% | $80,856+12.7% |
| Participation rate | 92.3% | 72.4%+19.9pp | 76.5%+15.8pp | 67.6%+24.7pp |
| Annual return | 18.26% | 18.88%-0.6pp | 29.32%-11.1pp | 35.59%-17.3pp |
| Employer contribution / active EE | $2,635 | $2,369+11.2% | $3,023-12.8% | $2,755-4.3% |
| Participant deferral / active EE | $8,608 | $4,118+109.0% | $5,053+70.4% | $4,296+100.4% |
| Admin fee / account holder | $3,035 | $8,049-62.3% | $9,451-67.9% | $6,918-56.1% |