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 | $88,841 | $109,413-18.8% | $156,263-43.1% | $84,808+4.8% |
| Participation rate | 78.1% | 72.7%+5.4pp | 78.9%-0.8pp | 68.3%+9.8pp |
| Annual return | 19.30% | 20.18%-0.9pp | 59.47%-40.2pp | 40.90%-21.6pp |
| Employer contribution / active EE | $3,413 | $2,907+17.4% | $4,333-21.2% | $2,631+29.7% |
| Participant deferral / active EE | $8,912 | $4,590+94.2% | $6,158+44.7% | $4,212+111.6% |
| Admin fee / account holder | $368 | $9,357-96.1% | $14,255-97.4% | $7,344-95.0% |