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 | $95,736 | $80,968+18.2% | $96,544-0.8% | $75,163+27.4% |
| Participation rate | 96.6% | 71.8%+24.8pp | 76.0%+20.6pp | 67.2%+29.4pp |
| Annual return | 17.66% | 27.06%-9.4pp | 25.84%-8.2pp | 160.62%-143.0pp |
| Employer contribution / active EE | $1,775 | $2,282-22.2% | $2,965-40.1% | $2,670-33.5% |
| Participant deferral / active EE | $6,237 | $3,928+58.8% | $4,851+28.6% | $4,125+51.2% |
| Admin fee / account holder | $9,805 | $6,724+45.8% | $8,252+18.8% | $5,651+73.5% |