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 | $88,945 | $66,098+34.6% | $101,794-12.6% | $74,304+19.7% |
| Participation rate | 88.1% | 53.8%+34.4pp | 69.2%+18.9pp | 60.3%+27.8pp |
| Annual return | 14.00% | 19.59%-5.6pp | 30.53%-16.5pp | 29.43%-15.4pp |
| Employer contribution / active EE | $1,188 | $1,082+9.9% | $2,289-48.1% | $2,241-47.0% |
| Participant deferral / active EE | $5,360 | $2,781+92.7% | $4,084+31.2% | $3,767+42.3% |
| Admin fee / account holder | $5,932 | $4,146+43.1% | $8,777-32.4% | $2,969+99.8% |