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 | $81,397 | $80,968+0.5% | $96,544-15.7% | $75,163+8.3% |
| Participation rate | 81.1% | 71.8%+9.3pp | 76.0%+5.1pp | 67.2%+13.9pp |
| Annual return | 15.59% | 27.06%-11.5pp | 25.84%-10.3pp | 160.62%-145.0pp |
| Employer contribution / active EE | $2,088 | $2,282-8.5% | $2,965-29.6% | $2,670-21.8% |
| Participant deferral / active EE | $3,457 | $3,928-12.0% | $4,851-28.7% | $4,125-16.2% |
| Admin fee / account holder | $9,234 | $6,724+37.3% | $8,252+11.9% | $5,651+63.4% |