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 3-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 | $82,338 | $95,266-13.6% | $82,389-0.1% | $142,382-42.2% |
| Participation rate | 85.7% | 74.5%+11.2pp | 69.5%+16.2pp | 80.1%+5.6pp |
| Annual return | 15.91% | 25.74%-9.8pp | 28.67%-12.8pp | 217.08%-201.2pp |
| Employer contribution / active EE | $2,484 | $2,991-17.0% | $2,517-1.3% | $4,299-42.2% |
| Participant deferral / active EE | $5,583 | $4,809+16.1% | $4,155+34.4% | $6,507-14.2% |
| Admin fee / account holder | $3,248 | $8,563-62.1% | $7,231-55.1% | $12,624-74.3% |