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 | $83,896 | $80,968+3.6% | $96,544-13.1% | $75,163+11.6% |
| Participation rate | 86.1% | 71.8%+14.3pp | 76.0%+10.1pp | 67.2%+18.9pp |
| Annual return | 15.47% | 27.06%-11.6pp | 25.84%-10.4pp | 160.62%-145.2pp |
| Employer contribution / active EE | $3,612 | $2,282+58.3% | $2,965+21.8% | $2,670+35.3% |
| Participant deferral / active EE | $7,732 | $3,928+96.8% | $4,851+59.4% | $4,125+87.4% |
| Admin fee / account holder | $3,625 | $6,724-46.1% | $8,252-56.1% | $5,651-35.8% |