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 | $87,976 | $76,552+14.9% | $123,892-29.0% | $62,891+39.9% |
| Participation rate | 88.5% | 73.0%+15.5pp | 81.4%+7.0pp | 69.3%+19.2pp |
| Annual return | 9.18% | 18.68%-9.5pp | 47.52%-38.3pp | 20.14%-11.0pp |
| Employer contribution / active EE | $9,603 | $2,883+233.1% | $4,617+108.0% | $2,281+321.0% |
| Participant deferral / active EE | $11,009 | $4,840+127.5% | $5,984+84.0% | $3,203+243.7% |
| Admin fee / account holder | $8,827 | $4,826+82.9% | $8,357+5.6% | $4,296+105.5% |