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 | $86,841 | $140,940-38.4% | $112,229-22.6% | $139,434-37.7% |
| Participation rate | 88.9% | 79.2%+9.7pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 10.66% | 32.71%-22.0pp | 30.20%-19.5pp | 372.94%-362.3pp |
| Employer contribution / active EE | $1,684 | $4,283-60.7% | $3,430-50.9% | $4,751-64.6% |
| Participant deferral / active EE | $7,544 | $5,874+28.4% | $4,798+57.2% | $6,710+12.4% |
| Admin fee / account holder | $1,002 | $9,954-89.9% | $7,748-87.1% | $11,403-91.2% |