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 7-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 | $84,011 | $51,576+62.9% | $129,207-35.0% | $80,856+3.9% |
| Participation rate | 86.2% | 57.0%+29.2pp | 69.6%+16.6pp | 67.6%+18.6pp |
| Annual return | 12.19% | 20.81%-8.6pp | 9417.33%-9405.1pp | 35.59%-23.4pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,153-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $15,372 | $2,669+476.0% | $4,168+268.8% | $4,296+257.8% |
| Admin fee / account holder | $7,906 | $4,305+83.6% | $7,715+2.5% | $6,918+14.3% |