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 | $84,155 | $81,460+3.3% | $103,333-18.6% | $80,856+4.1% |
| Participation rate | 97.3% | 66.8%+30.5pp | 74.5%+22.8pp | 67.6%+29.7pp |
| Annual return | 17.03% | 25.55%-8.5pp | 24.88%-7.8pp | 35.59%-18.6pp |
| Employer contribution / active EE | $8,924 | $3,105+187.4% | $3,868+130.7% | $2,755+223.9% |
| Participant deferral / active EE | $10,108 | $3,869+161.3% | $5,057+99.9% | $4,296+135.3% |
| Admin fee / account holder | $8,567 | $6,566+30.5% | $8,355+2.5% | $6,918+23.8% |