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 7-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 | $85,805 | $86,929-1.3% | $102,423-16.2% | $80,856+6.1% |
| Participation rate | 87.8% | 72.4%+15.5pp | 76.5%+11.3pp | 67.6%+20.2pp |
| Annual return | 27.90% | 18.88%+9.0pp | 29.32%-1.4pp | 35.59%-7.7pp |
| Employer contribution / active EE | $3,122 | $2,369+31.7% | $3,023+3.2% | $2,755+13.3% |
| Participant deferral / active EE | $12,905 | $4,118+213.3% | $5,053+155.4% | $4,296+200.4% |
| Admin fee / account holder | $4,855 | $8,049-39.7% | $9,451-48.6% | $6,918-29.8% |