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 | $87,426 | $78,422+11.5% | $95,952-8.9% | $79,858+9.5% |
| Participation rate | 87.5% | 73.5%+14.0pp | 77.1%+10.4pp | 69.6%+17.9pp |
| Annual return | 14.15% | 19.37%-5.2pp | 91.61%-77.5pp | 31.71%-17.6pp |
| Employer contribution / active EE | $921 | $1,945-52.6% | $2,541-63.7% | $2,471-62.7% |
| Participant deferral / active EE | $3,140 | $3,440-8.7% | $4,167-24.7% | $3,740-16.1% |
| Admin fee / account holder | $1,800 | $5,622-68.0% | $6,795-73.5% | $5,306-66.1% |