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 | $80,054 | $109,881-27.1% | $150,045-46.6% | $84,808-5.6% |
| Participation rate | 95.5% | 76.1%+19.4pp | 82.3%+13.1pp | 68.3%+27.1pp |
| Annual return | 18.57% | 28.25%-9.7pp | 62.55%-44.0pp | 40.90%-22.3pp |
| Employer contribution / active EE | $2,805 | $3,561-21.2% | $4,693-40.2% | $2,631+6.6% |
| Participant deferral / active EE | $11,115 | $6,636+67.5% | $7,997+39.0% | $4,212+163.9% |
| Admin fee / account holder | $10,367 | $8,568+21.0% | $13,435-22.8% | $7,344+41.2% |