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 9-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 | $83,158 | $60,022+38.5% | $88,946-6.5% | $84,808-1.9% |
| Participation rate | 92.9% | 57.8%+35.0pp | 68.8%+24.0pp | 68.3%+24.5pp |
| Annual return | 14.36% | 22.43%-8.1pp | 57.82%-43.5pp | 40.90%-26.5pp |
| Employer contribution / active EE | $1,764 | $1,703+3.6% | $2,555-31.0% | $2,631-33.0% |
| Participant deferral / active EE | $6,914 | $3,114+122.1% | $4,581+50.9% | $4,212+64.2% |
| Admin fee / account holder | $853 | $4,811-82.3% | $8,261-89.7% | $7,344-88.4% |