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 | $87,686 | $81,248+7.9% | $155,509-43.6% | $80,856+8.4% |
| Participation rate | 88.9% | 66.2%+22.7pp | 78.2%+10.7pp | 67.6%+21.3pp |
| Annual return | 12.61% | 33.31%-20.7pp | 64.67%-52.1pp | 35.59%-23.0pp |
| Employer contribution / active EE | $2,525 | $3,100-18.6% | $4,672-46.0% | $2,755-8.4% |
| Participant deferral / active EE | $6,343 | $3,452+83.8% | $5,626+12.7% | $4,296+47.7% |
| Admin fee / account holder | $3,630 | $7,997-54.6% | $15,912-77.2% | $6,918-47.5% |