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 | $88,655 | $72,492+22.3% | $87,100+1.8% | $72,985+21.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 19.81% | 24.46%-4.6pp | 28.19%-8.4pp | 81.00%-61.2pp |
| Employer contribution / active EE | $915 | $1,894-51.7% | $2,521-63.7% | $2,440-62.5% |
| Participant deferral / active EE | $3,407 | $3,270+4.2% | $4,049-15.9% | $3,607-5.6% |
| Admin fee / account holder | $2,791 | $5,055-44.8% | $7,497-62.8% | $5,124-45.5% |