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 | $81,766 | $86,929-5.9% | $102,423-20.2% | $80,856+1.1% |
| Participation rate | 91.4% | 72.4%+19.1pp | 76.5%+14.9pp | 67.6%+23.8pp |
| Annual return | 13.98% | 18.88%-4.9pp | 29.32%-15.3pp | 35.59%-21.6pp |
| Employer contribution / active EE | $2,703 | $2,369+14.1% | $3,023-10.6% | $2,755-1.9% |
| Participant deferral / active EE | $5,381 | $4,118+30.7% | $5,053+6.5% | $4,296+25.3% |
| Admin fee / account holder | $16,024 | $8,049+99.1% | $9,451+69.6% | $6,918+131.6% |