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 | $91,858 | $123,793-25.8% | $177,821-48.3% | $79,858+15.0% |
| Participation rate | 76.9% | 84.7%-7.7pp | 87.7%-10.8pp | 69.6%+7.3pp |
| Annual return | 12.88% | 22.82%-9.9pp | 48.32%-35.4pp | 31.71%-18.8pp |
| Employer contribution / active EE | $3,751 | $4,095-8.4% | $5,918-36.6% | $2,471+51.8% |
| Participant deferral / active EE | $8,103 | $5,956+36.0% | $7,714+5.0% | $3,740+116.7% |
| Admin fee / account holder | $3,618 | $7,243-50.0% | $12,427-70.9% | $5,306-31.8% |