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 | $83,739 | $50,958+64.3% | $74,550+12.3% | $64,186+30.5% |
| Participation rate | 84.4% | 61.1%+23.3pp | 69.1%+15.2pp | 69.6%+14.8pp |
| Annual return | 2.74% | -1.86%+4.6pp | 32.53%-29.8pp | 7.63%-4.9pp |
| Employer contribution / active EE | $3,108 | $1,115+178.6% | $1,961+58.5% | $2,381+30.5% |
| Participant deferral / active EE | $5,538 | $2,301+140.6% | $3,108+78.2% | $3,470+59.6% |
| Admin fee / account holder | $9,960 | $4,223+135.9% | $5,060+96.9% | $4,888+103.8% |