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 | $84,285 | $68,719+22.7% | $91,541-7.9% | $84,808-0.6% |
| Participation rate | 83.9% | 64.5%+19.4pp | 69.8%+14.1pp | 68.3%+15.6pp |
| Annual return | 14.40% | 19.12%-4.7pp | 20.50%-6.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $423 | $1,920-78.0% | $2,505-83.1% | $2,631-83.9% |
| Participant deferral / active EE | $0 | $3,136-100.0% | $4,008-100.0% | $4,212-100.0% |
| Admin fee / account holder | $7,397 | $5,786+27.8% | $6,956+6.3% | $7,344+0.7% |