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 | $88,552 | $77,899+13.7% | $149,673-40.8% | $75,163+17.8% |
| Participation rate | 94.3% | 65.6%+28.7pp | 78.8%+15.5pp | 67.2%+27.1pp |
| Annual return | 15.61% | 31.72%-16.1pp | 134.42%-118.8pp | 160.62%-145.0pp |
| Employer contribution / active EE | $2,396 | $3,137-23.6% | $4,818-50.3% | $2,670-10.3% |
| Participant deferral / active EE | $4,284 | $3,411+25.6% | $5,680-24.6% | $4,125+3.8% |
| Admin fee / account holder | $6,581 | $5,956+10.5% | $13,210-50.2% | $5,651+16.5% |