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 | $94,673 | $94,625+0.1% | $116,228-18.5% | $84,808+11.6% |
| Participation rate | 90.5% | 70.4%+20.1pp | 74.6%+16.0pp | 68.3%+22.2pp |
| Annual return | 18.67% | 20.40%-1.7pp | 90.06%-71.4pp | 40.90%-22.2pp |
| Employer contribution / active EE | $2,004 | $2,347-14.6% | $2,994-33.1% | $2,631-23.8% |
| Participant deferral / active EE | $5,761 | $3,972+45.1% | $4,953+16.3% | $4,212+36.8% |
| Admin fee / account holder | $11,512 | $10,091+14.1% | $11,989-4.0% | $7,344+56.8% |