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 | $95,432 | $127,065-24.9% | $113,168-15.7% | $142,382-33.0% |
| Participation rate | 82.6% | 79.2%+3.4pp | 76.6%+6.0pp | 80.1%+2.5pp |
| Annual return | 17.12% | 24.03%-6.9pp | 24.27%-7.1pp | 217.08%-200.0pp |
| Employer contribution / active EE | $2,382 | $3,442-30.8% | $2,975-19.9% | $4,299-44.6% |
| Participant deferral / active EE | $8,560 | $5,716+49.7% | $5,107+67.6% | $6,507+31.5% |
| Admin fee / account holder | $5,278 | $15,736-66.5% | $12,068-56.3% | $12,624-58.2% |