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 | $88,071 | $80,724+9.1% | $103,333-14.8% | $74,495+18.2% |
| Participation rate | 70.5% | 65.7%+4.8pp | 74.5%-4.0pp | 67.2%+3.3pp |
| Annual return | 14.17% | 27.56%-13.4pp | 24.88%-10.7pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $3,172 | $3,157+0.5% | $3,868-18.0% | $2,623+20.9% |
| Participant deferral / active EE | $7,623 | $3,860+97.5% | $5,057+50.7% | $4,346+75.4% |
| Admin fee / account holder | $5,740 | $2,368+142.4% | $8,355-31.3% | $1,942+195.6% |