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 6-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 | $82,458 | $80,968+1.8% | $96,544-14.6% | $75,163+9.7% |
| Participation rate | 77.6% | 71.8%+5.8pp | 76.0%+1.6pp | 67.2%+10.4pp |
| Annual return | 13.58% | 27.06%-13.5pp | 25.84%-12.3pp | 160.62%-147.0pp |
| Employer contribution / active EE | $1,841 | $2,282-19.3% | $2,965-37.9% | $2,670-31.0% |
| Participant deferral / active EE | $5,299 | $3,928+34.9% | $4,851+9.2% | $4,125+28.5% |
| Admin fee / account holder | $4,351 | $6,724-35.3% | $8,252-47.3% | $5,651-23.0% |