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 | $79,320 | $93,571-15.2% | $135,903-41.6% | $75,163+5.5% |
| Participation rate | 78.9% | 75.2%+3.8pp | 81.9%-3.0pp | 67.2%+11.8pp |
| Annual return | 18.31% | 30.90%-12.6pp | 68.23%-49.9pp | 160.62%-142.3pp |
| Employer contribution / active EE | $3,602 | $3,537+1.8% | $4,856-25.8% | $2,670+34.9% |
| Participant deferral / active EE | $8,656 | $6,404+35.2% | $7,758+11.6% | $4,125+109.8% |
| Admin fee / account holder | $19,246 | $6,975+175.9% | $10,762+78.8% | $5,651+240.6% |