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 | $83,890 | $73,933+13.5% | $96,683-13.2% | $75,163+11.6% |
| Participation rate | 74.6% | 66.4%+8.2pp | 74.3%+0.2pp | 67.2%+7.4pp |
| Annual return | 20.42% | 26.70%-6.3pp | 35.69%-15.3pp | 160.62%-140.2pp |
| Employer contribution / active EE | $2,027 | $2,928-30.8% | $3,737-45.8% | $2,670-24.1% |
| Participant deferral / active EE | $3,584 | $3,659-2.0% | $4,878-26.5% | $4,125-13.1% |
| Admin fee / account holder | $672 | $5,216-87.1% | $6,730-90.0% | $5,651-88.1% |