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 | $87,901 | $86,929+1.1% | $102,423-14.2% | $80,856+8.7% |
| Participation rate | 89.1% | 72.4%+16.8pp | 76.5%+12.6pp | 67.6%+21.5pp |
| Annual return | 12.51% | 18.88%-6.4pp | 29.32%-16.8pp | 35.59%-23.1pp |
| Employer contribution / active EE | $1,969 | $2,369-16.9% | $3,023-34.9% | $2,755-28.5% |
| Participant deferral / active EE | $3,120 | $4,118-24.2% | $5,053-38.3% | $4,296-27.4% |
| Admin fee / account holder | $13,716 | $8,049+70.4% | $9,451+45.1% | $6,918+98.3% |