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 | $84,928 | $86,929-2.3% | $102,423-17.1% | $80,856+5.0% |
| Participation rate | 86.2% | 72.4%+13.8pp | 76.5%+9.7pp | 67.6%+18.6pp |
| Annual return | 11.94% | 18.88%-6.9pp | 29.32%-17.4pp | 35.59%-23.7pp |
| Employer contribution / active EE | $2,764 | $2,369+16.7% | $3,023-8.6% | $2,755+0.3% |
| Participant deferral / active EE | $9,424 | $4,118+128.8% | $5,053+86.5% | $4,296+119.4% |
| Admin fee / account holder | $2,451 | $8,049-69.6% | $9,451-74.1% | $6,918-64.6% |