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 | $91,104 | $95,803-4.9% | $113,168-19.5% | $84,808+7.4% |
| Participation rate | 72.3% | 72.9%-0.6pp | 76.6%-4.3pp | 68.3%+4.0pp |
| Annual return | 17.51% | 25.00%-7.5pp | 24.27%-6.8pp | 40.90%-23.4pp |
| Employer contribution / active EE | $3,105 | $2,360+31.6% | $2,975+4.4% | $2,631+18.0% |
| Participant deferral / active EE | $5,639 | $4,242+32.9% | $5,107+10.4% | $4,212+33.9% |
| Admin fee / account holder | $9,974 | $8,989+11.0% | $12,068-17.3% | $7,344+35.8% |