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 4-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 | $85,731 | $93,170-8.0% | $100,534-14.7% | $84,808+1.1% |
| Participation rate | 84.2% | 75.8%+8.4pp | 80.6%+3.6pp | 68.3%+15.9pp |
| Annual return | 18.56% | 47.13%-28.6pp | 32.66%-14.1pp | 40.90%-22.3pp |
| Employer contribution / active EE | $5,380 | $3,985+35.0% | $4,346+23.8% | $2,631+104.5% |
| Participant deferral / active EE | $10,314 | $5,699+81.0% | $6,144+67.9% | $4,212+144.9% |
| Admin fee / account holder | $4,056 | $7,382-45.1% | $7,654-47.0% | $7,344-44.8% |