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 6-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 | $91,397 | $80,673+13.3% | $101,326-9.8% | $84,808+7.8% |
| Participation rate | 82.5% | 77.8%+4.8pp | 81.5%+1.0pp | 68.3%+14.2pp |
| Annual return | 15.32% | 38.95%-23.6pp | 36.82%-21.5pp | 40.90%-25.6pp |
| Employer contribution / active EE | $2,398 | $2,698-11.1% | $3,665-34.6% | $2,631-8.8% |
| Participant deferral / active EE | $4,995 | $6,840-27.0% | $7,994-37.5% | $4,212+18.6% |
| Admin fee / account holder | $12,333 | $12,784-3.5% | $11,185+10.3% | $7,344+67.9% |