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 | $80,944 | $86,929-6.9% | $102,423-21.0% | $80,856+0.1% |
| Participation rate | 89.7% | 72.4%+17.3pp | 76.5%+13.2pp | 67.6%+22.1pp |
| Annual return | 10.90% | 18.88%-8.0pp | 29.32%-18.4pp | 35.59%-24.7pp |
| Employer contribution / active EE | $1,072 | $2,369-54.8% | $3,023-64.5% | $2,755-61.1% |
| Participant deferral / active EE | $2,873 | $4,118-30.2% | $5,053-43.1% | $4,296-33.1% |
| Admin fee / account holder | $2,633 | $8,049-67.3% | $9,451-72.1% | $6,918-61.9% |