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 | $86,218 | $148,978-42.1% | $200,582-57.0% | $84,808+1.7% |
| Participation rate | 87.5% | 84.2%+3.3pp | 86.9%+0.6pp | 68.3%+19.2pp |
| Annual return | 21.58% | 28.16%-6.6pp | 42.33%-20.8pp | 40.90%-19.3pp |
| Employer contribution / active EE | $7,625 | $4,815+58.4% | $6,419+18.8% | $2,631+189.8% |
| Participant deferral / active EE | $25,299 | $7,142+254.2% | $9,331+171.1% | $4,212+500.7% |
| Admin fee / account holder | $9,504 | $13,977-32.0% | $16,305-41.7% | $7,344+29.4% |