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 | $88,948 | $125,758-29.3% | $169,993-47.7% | $75,163+18.3% |
| Participation rate | 85.1% | 83.6%+1.5pp | 87.0%-1.9pp | 67.2%+17.9pp |
| Annual return | 16.34% | 27.20%-10.9pp | 53.37%-37.0pp | 160.62%-144.3pp |
| Employer contribution / active EE | $3,946 | $4,615-14.5% | $6,785-41.9% | $2,670+47.8% |
| Participant deferral / active EE | $8,055 | $6,837+17.8% | $10,408-22.6% | $4,125+95.3% |
| Admin fee / account holder | $935 | $8,173-88.6% | $12,815-92.7% | $5,651-83.5% |