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 10-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 | $94,880 | $81,460+16.5% | $103,333-8.2% | $80,856+17.3% |
| Participation rate | 97.0% | 66.8%+30.1pp | 74.5%+22.5pp | 67.6%+29.3pp |
| Annual return | 11.75% | 25.55%-13.8pp | 24.88%-13.1pp | 35.59%-23.8pp |
| Employer contribution / active EE | $1,645 | $3,105-47.0% | $3,868-57.5% | $2,755-40.3% |
| Participant deferral / active EE | $6,766 | $3,869+74.9% | $5,057+33.8% | $4,296+57.5% |
| Admin fee / account holder | $4,772 | $6,566-27.3% | $8,355-42.9% | $6,918-31.0% |