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 | $87,443 | $127,065-31.2% | $113,168-22.7% | $142,382-38.6% |
| Participation rate | 79.2% | 79.2%0pp | 76.6%+2.6pp | 80.1%-1.0pp |
| Annual return | 18.64% | 24.03%-5.4pp | 24.27%-5.6pp | 217.08%-198.4pp |
| Employer contribution / active EE | $7,066 | $3,442+105.3% | $2,975+137.5% | $4,299+64.4% |
| Participant deferral / active EE | $8,039 | $5,716+40.6% | $5,107+57.4% | $6,507+23.5% |
| Admin fee / account holder | $13,698 | $15,736-13.0% | $12,068+13.5% | $12,624+8.5% |