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 | $86,689 | $56,897+52.4% | $84,750+2.3% | $62,891+37.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 9.45% | 6.30%+3.1pp | 22.78%-13.3pp | 20.14%-10.7pp |
| Employer contribution / active EE | $5,768 | $2,400+140.4% | $3,574+61.4% | $2,281+152.9% |
| Participant deferral / active EE | $4,492 | $2,709+65.8% | $3,712+21.0% | $3,203+40.2% |
| Admin fee / account holder | $2,976 | $3,581-16.9% | $5,332-44.2% | $4,296-30.7% |