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 | $92,010 | $91,190+0.9% | $178,490-48.5% | $79,858+15.2% |
| Participation rate | 79.6% | 69.2%+10.4pp | 81.9%-2.4pp | 69.6%+9.9pp |
| Annual return | 18.57% | 24.19%-5.6pp | 151.07%-132.5pp | 31.71%-13.1pp |
| Employer contribution / active EE | $3,940 | $3,256+21.0% | $5,011-21.4% | $2,471+59.5% |
| Participant deferral / active EE | $10,564 | $3,236+226.4% | $5,202+103.1% | $3,740+182.4% |
| Admin fee / account holder | $3,019 | $6,751-55.3% | $13,984-78.4% | $5,306-43.1% |