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 | $86,429 | $125,758-31.3% | $169,993-49.2% | $75,163+15.0% |
| Participation rate | 96.2% | 83.6%+12.6pp | 87.0%+9.2pp | 67.2%+29.0pp |
| Annual return | 15.83% | 27.20%-11.4pp | 53.37%-37.5pp | 160.62%-144.8pp |
| Employer contribution / active EE | $3,475 | $4,615-24.7% | $6,785-48.8% | $2,670+30.2% |
| Participant deferral / active EE | $10,666 | $6,837+56.0% | $10,408+2.5% | $4,125+158.6% |
| Admin fee / account holder | $1,688 | $8,173-79.3% | $12,815-86.8% | $5,651-70.1% |