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 | $88,412 | $94,625-6.6% | $116,228-23.9% | $84,808+4.3% |
| Participation rate | 88.4% | 70.4%+18.0pp | 74.6%+13.9pp | 68.3%+20.1pp |
| Annual return | 15.31% | 20.40%-5.1pp | 90.06%-74.7pp | 40.90%-25.6pp |
| Employer contribution / active EE | $2,690 | $2,347+14.6% | $2,994-10.2% | $2,631+2.2% |
| Participant deferral / active EE | $3,399 | $3,972-14.4% | $4,953-31.4% | $4,212-19.3% |
| Admin fee / account holder | $3,324 | $10,091-67.1% | $11,989-72.3% | $7,344-54.7% |