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 4-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 | $88,382 | $87,013+1.6% | $106,213-16.8% | $80,856+9.3% |
| Participation rate | 80.0% | 70.4%+9.6pp | 75.3%+4.7pp | 67.6%+12.4pp |
| Annual return | 14.76% | 17.05%-2.3pp | 116.14%-101.4pp | 35.59%-20.8pp |
| Employer contribution / active EE | $3,655 | $2,395+52.6% | $3,171+15.2% | $2,755+32.7% |
| Participant deferral / active EE | $7,293 | $3,986+83.0% | $5,016+45.4% | $4,296+69.8% |
| Admin fee / account holder | $2,317 | $8,431-72.5% | $11,033-79.0% | $6,918-66.5% |