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 | $91,105 | $80,673+12.9% | $101,326-10.1% | $84,808+7.4% |
| Participation rate | 78.8% | 77.8%+1.0pp | 81.5%-2.7pp | 68.3%+10.5pp |
| Annual return | 19.39% | 38.95%-19.6pp | 36.82%-17.4pp | 40.90%-21.5pp |
| Employer contribution / active EE | $3,287 | $2,698+21.8% | $3,665-10.3% | $2,631+24.9% |
| Participant deferral / active EE | $6,594 | $6,840-3.6% | $7,994-17.5% | $4,212+56.6% |
| Admin fee / account holder | $4,617 | $12,784-63.9% | $11,185-58.7% | $7,344-37.1% |