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 | $85,344 | $81,460+4.8% | $103,333-17.4% | $80,856+5.6% |
| Participation rate | 72.7% | 66.8%+5.9pp | 74.5%-1.8pp | 67.6%+5.1pp |
| Annual return | 14.49% | 25.55%-11.1pp | 24.88%-10.4pp | 35.59%-21.1pp |
| Employer contribution / active EE | $2,137 | $3,105-31.2% | $3,868-44.8% | $2,755-22.4% |
| Participant deferral / active EE | $4,569 | $3,869+18.1% | $5,057-9.7% | $4,296+6.4% |
| Admin fee / account holder | $9,382 | $6,566+42.9% | $8,355+12.3% | $6,918+35.6% |