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 | $84,936 | $89,698-5.3% | $103,476-17.9% | $80,856+5.0% |
| Participation rate | 76.5% | 76.0%+0.5pp | 80.5%-4.0pp | 67.6%+8.8pp |
| Annual return | 15.83% | 22.78%-6.9pp | 23.90%-8.1pp | 35.59%-19.8pp |
| Employer contribution / active EE | $5,170 | $4,018+28.7% | $4,672+10.7% | $2,755+87.7% |
| Participant deferral / active EE | $8,339 | $5,456+52.8% | $6,623+25.9% | $4,296+94.1% |
| Admin fee / account holder | $24,875 | $6,768+267.5% | $9,413+164.3% | $6,918+259.6% |