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 9-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 | $88,692 | $89,753-1.2% | $107,525-17.5% | $84,808+4.6% |
| Participation rate | 77.8% | 68.1%+9.7pp | 75.1%+2.7pp | 68.3%+9.5pp |
| Annual return | 15.37% | 29.48%-14.1pp | 181.32%-165.9pp | 40.90%-25.5pp |
| Employer contribution / active EE | $2,983 | $3,113-4.2% | $3,754-20.5% | $2,631+13.4% |
| Participant deferral / active EE | $7,184 | $4,056+77.1% | $5,116+40.4% | $4,212+70.6% |
| Admin fee / account holder | $9,469 | $7,222+31.1% | $8,919+6.2% | $7,344+28.9% |