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 6-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 | $86,533 | $86,286+0.3% | $111,297-22.3% | $85,850+0.8% |
| Participation rate | 92.3% | 73.3%+19.0pp | 77.3%+15.0pp | 69.3%+23.0pp |
| Annual return | 15.37% | 19.99%-4.6pp | 54.65%-39.3pp | 318.53%-303.2pp |
| Employer contribution / active EE | $2,913 | $2,043+42.6% | $2,731+6.7% | $2,565+13.6% |
| Participant deferral / active EE | $6,874 | $3,641+88.8% | $4,487+53.2% | $3,952+74.0% |
| Admin fee / account holder | $3,850 | $8,188-53.0% | $7,964-51.7% | $6,260-38.5% |