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 | $88,838 | $83,477+6.4% | $125,175-29.0% | $72,985+21.7% |
| Participation rate | 76.9% | 73.3%+3.6pp | 79.8%-2.9pp | 69.5%+7.4pp |
| Annual return | 21.93% | 25.78%-3.8pp | 43.79%-21.9pp | 81.00%-59.1pp |
| Employer contribution / active EE | $2,923 | $2,345+24.6% | $3,865-24.4% | $2,440+19.8% |
| Participant deferral / active EE | $6,576 | $3,585+83.4% | $4,937+33.2% | $3,607+82.3% |
| Admin fee / account holder | $1,415 | $5,517-74.4% | $9,702-85.4% | $5,124-72.4% |