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 | $89,771 | $79,944+12.3% | $98,439-8.8% | $75,163+19.4% |
| Participation rate | 84.1% | 70.4%+13.8pp | 75.2%+9.0pp | 67.2%+16.9pp |
| Annual return | 16.70% | 19.75%-3.0pp | 21.16%-4.5pp | 160.62%-143.9pp |
| Employer contribution / active EE | $3,607 | $2,264+59.3% | $3,048+18.3% | $2,670+35.1% |
| Participant deferral / active EE | $7,621 | $3,752+103.1% | $4,738+60.8% | $4,125+84.7% |
| Admin fee / account holder | $2,215 | $6,840-67.6% | $8,948-75.2% | $5,651-60.8% |