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 10-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 | $84,972 | $81,248+4.6% | $155,509-45.4% | $80,856+5.1% |
| Participation rate | 85.7% | 66.2%+19.5pp | 78.2%+7.5pp | 67.6%+18.1pp |
| Annual return | 12.22% | 33.31%-21.1pp | 64.67%-52.5pp | 35.59%-23.4pp |
| Employer contribution / active EE | $3,613 | $3,100+16.5% | $4,672-22.7% | $2,755+31.2% |
| Participant deferral / active EE | $6,483 | $3,452+87.8% | $5,626+15.2% | $4,296+50.9% |
| Admin fee / account holder | $1,936 | $7,997-75.8% | $15,912-87.8% | $6,918-72.0% |