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 | $88,796 | $64,480+37.7% | $81,382+9.1% | $80,856+9.8% |
| Participation rate | 85.2% | 63.9%+21.3pp | 69.5%+15.7pp | 67.6%+17.5pp |
| Annual return | 18.51% | 16.34%+2.2pp | 24.73%-6.2pp | 35.59%-17.1pp |
| Employer contribution / active EE | $2,426 | $1,978+22.6% | $2,463-1.5% | $2,755-11.9% |
| Participant deferral / active EE | $7,452 | $3,094+140.9% | $3,883+91.9% | $4,296+73.5% |
| Admin fee / account holder | $1,508 | $5,671-73.4% | $5,768-73.9% | $6,918-78.2% |