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 7-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 | $73,161 | $56,897+28.6% | $84,750-13.7% | $62,891+16.3% |
| Participation rate | 96.7% | 68.5%+28.2pp | 76.6%+20.1pp | 69.3%+27.4pp |
| Annual return | 7.61% | 6.30%+1.3pp | 22.78%-15.2pp | 20.14%-12.5pp |
| Employer contribution / active EE | $2,588 | $2,400+7.9% | $3,574-27.6% | $2,281+13.5% |
| Participant deferral / active EE | $4,986 | $2,709+84.1% | $3,712+34.3% | $3,203+55.7% |
| Admin fee / account holder | $15,222 | $3,581+325.1% | $5,332+185.5% | $4,296+254.4% |