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 | $92,877 | $95,803-3.1% | $113,168-17.9% | $84,808+9.5% |
| Participation rate | 88.9% | 72.9%+16.0pp | 76.6%+12.3pp | 68.3%+20.6pp |
| Annual return | 15.15% | 25.00%-9.9pp | 24.27%-9.1pp | 40.90%-25.7pp |
| Employer contribution / active EE | $2,306 | $2,360-2.3% | $2,975-22.5% | $2,631-12.3% |
| Participant deferral / active EE | $8,947 | $4,242+110.9% | $5,107+75.2% | $4,212+112.4% |
| Admin fee / account holder | $448 | $8,989-95.0% | $12,068-96.3% | $7,344-93.9% |