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 8-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 | $88,116 | $109,881-19.8% | $150,045-41.3% | $84,808+3.9% |
| Participation rate | 71.7% | 76.1%-4.3pp | 82.3%-10.6pp | 68.3%+3.4pp |
| Annual return | 20.39% | 28.25%-7.9pp | 62.55%-42.2pp | 40.90%-20.5pp |
| Employer contribution / active EE | $3,772 | $3,561+5.9% | $4,693-19.6% | $2,631+43.4% |
| Participant deferral / active EE | $6,981 | $6,636+5.2% | $7,997-12.7% | $4,212+65.7% |
| Admin fee / account holder | $349 | $8,568-95.9% | $13,435-97.4% | $7,344-95.2% |