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 | $91,795 | $109,881-16.5% | $150,045-38.8% | $84,808+8.2% |
| Participation rate | 80.0% | 76.1%+3.9pp | 82.3%-2.3pp | 68.3%+11.7pp |
| Annual return | 17.90% | 28.25%-10.3pp | 62.55%-44.6pp | 40.90%-23.0pp |
| Employer contribution / active EE | $3,548 | $3,561-0.4% | $4,693-24.4% | $2,631+34.9% |
| Participant deferral / active EE | $7,482 | $6,636+12.8% | $7,997-6.4% | $4,212+77.7% |
| Admin fee / account holder | $2,723 | $8,568-68.2% | $13,435-79.7% | $7,344-62.9% |