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 | $103,590 | $86,929+19.2% | $102,423+1.1% | $80,856+28.1% |
| Participation rate | 80.0% | 72.4%+7.6pp | 76.5%+3.5pp | 67.6%+12.4pp |
| Annual return | 12.73% | 18.88%-6.2pp | 29.32%-16.6pp | 35.59%-22.9pp |
| Employer contribution / active EE | $900 | $2,369-62.0% | $3,023-70.2% | $2,755-67.3% |
| Participant deferral / active EE | $4,798 | $4,118+16.5% | $5,053-5.1% | $4,296+11.7% |
| Admin fee / account holder | $6,577 | $8,049-18.3% | $9,451-30.4% | $6,918-4.9% |