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 10-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 | $87,684 | $87,733-0.1% | $106,548-17.7% | $85,850+2.1% |
| Participation rate | 84.6% | 71.9%+12.7pp | 76.1%+8.5pp | 69.3%+15.3pp |
| Annual return | 16.01% | 21.86%-5.8pp | 26.80%-10.8pp | 318.53%-302.5pp |
| Employer contribution / active EE | $2,006 | $2,073-3.2% | $2,819-28.8% | $2,565-21.8% |
| Participant deferral / active EE | $7,544 | $3,469+117.5% | $4,398+71.5% | $3,952+90.9% |
| Admin fee / account holder | $1,101 | $6,767-83.7% | $7,407-85.1% | $6,260-82.4% |