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 | $93,430 | $80,968+15.4% | $96,544-3.2% | $75,163+24.3% |
| Participation rate | 87.8% | 71.8%+16.0pp | 76.0%+11.8pp | 67.2%+20.6pp |
| Annual return | 27.09% | 27.06%0pp | 25.84%+1.3pp | 160.62%-133.5pp |
| Employer contribution / active EE | $763 | $2,282-66.5% | $2,965-74.3% | $2,670-71.4% |
| Participant deferral / active EE | $7,676 | $3,928+95.4% | $4,851+58.2% | $4,125+86.1% |
| Admin fee / account holder | $2,067 | $6,724-69.3% | $8,252-75.0% | $5,651-63.4% |