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 | $85,451 | $88,042-2.9% | $138,135-38.1% | $79,858+7.0% |
| Participation rate | 88.6% | 71.4%+17.2pp | 78.7%+9.9pp | 69.6%+18.9pp |
| Annual return | 22.76% | 20.58%+2.2pp | 20.51%+2.2pp | 31.71%-9.0pp |
| Employer contribution / active EE | $3,881 | $3,103+25.0% | $5,587-30.5% | $2,471+57.1% |
| Participant deferral / active EE | $8,746 | $4,704+85.9% | $6,431+36.0% | $3,740+133.8% |
| Admin fee / account holder | $727 | $7,791-90.7% | $11,856-93.9% | $5,306-86.3% |