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 3-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 | $83,315 | $80,724+3.2% | $103,333-19.4% | $74,495+11.8% |
| Participation rate | 75.0% | 65.7%+9.3pp | 74.5%+0.5pp | 67.2%+7.8pp |
| Annual return | 16.03% | 27.56%-11.5pp | 24.88%-8.8pp | 1364.94%-1348.9pp |
| Employer contribution / active EE | $3,309 | $3,157+4.8% | $3,868-14.5% | $2,623+26.1% |
| Participant deferral / active EE | $7,114 | $3,860+84.3% | $5,057+40.7% | $4,346+63.7% |
| Admin fee / account holder | $6,500 | $2,368+174.5% | $8,355-22.2% | $1,942+234.7% |