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 5-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 | $93,625 | $93,170+0.5% | $100,534-6.9% | $84,808+10.4% |
| Participation rate | 91.5% | 75.8%+15.6pp | 80.6%+10.9pp | 68.3%+23.2pp |
| Annual return | 15.95% | 47.13%-31.2pp | 32.66%-16.7pp | 40.90%-24.9pp |
| Employer contribution / active EE | $4,264 | $3,985+7.0% | $4,346-1.9% | $2,631+62.1% |
| Participant deferral / active EE | $12,387 | $5,699+117.4% | $6,144+101.6% | $4,212+194.1% |
| Admin fee / account holder | $4,861 | $7,382-34.1% | $7,654-36.5% | $7,344-33.8% |