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 | $111,455 | $138,347-19.4% | $184,203-39.5% | $80,856+37.8% |
| Participation rate | 90.0% | 83.9%+6.1pp | 86.8%+3.2pp | 67.6%+22.4pp |
| Annual return | 18.22% | 20.02%-1.8pp | 28.81%-10.6pp | 35.59%-17.4pp |
| Employer contribution / active EE | $1,880 | $4,850-61.2% | $6,427-70.7% | $2,755-31.8% |
| Participant deferral / active EE | $8,823 | $7,071+24.8% | $9,131-3.4% | $4,296+105.4% |
| Admin fee / account holder | $2,736 | $10,483-73.9% | $13,901-80.3% | $6,918-60.4% |