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 8-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 | $89,710 | $104,251-13.9% | $91,001-1.4% | $147,584-39.2% |
| Participation rate | 87.5% | 78.2%+9.3pp | 75.6%+11.9pp | 82.8%+4.7pp |
| Annual return | 13.72% | 27.06%-13.3pp | 4.60%+9.1pp | 578.55%-564.8pp |
| Employer contribution / active EE | $1,320 | $3,116-57.6% | $2,456-46.3% | $4,876-72.9% |
| Participant deferral / active EE | $3,672 | $4,195-12.5% | $3,547+3.5% | $5,439-32.5% |
| Admin fee / account holder | $3,581 | $8,948-60.0% | $5,417-33.9% | $10,885-67.1% |