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 7-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 | $80,030 | $71,050+12.6% | $93,606-14.5% | $80,856-1.0% |
| Participation rate | 72.0% | 60.4%+11.6pp | 68.7%+3.3pp | 67.6%+4.4pp |
| Annual return | 11.62% | 11.26%+0.4pp | 133.20%-121.6pp | 35.59%-24.0pp |
| Employer contribution / active EE | $930 | $1,564-40.5% | $2,420-61.6% | $2,755-66.2% |
| Participant deferral / active EE | $2,173 | $4,034-46.1% | $4,411-50.7% | $4,296-49.4% |
| Admin fee / account holder | $4,827 | $6,945-30.5% | $8,285-41.7% | $6,918-30.2% |