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 | $82,568 | $72,277+14.2% | $101,248-18.5% | $79,858+3.4% |
| Participation rate | 90.6% | 68.5%+22.2pp | 75.8%+14.8pp | 69.6%+21.0pp |
| Annual return | 18.54% | 22.30%-3.8pp | 46.47%-27.9pp | 31.71%-13.2pp |
| Employer contribution / active EE | $2,272 | $2,692-15.6% | $3,660-37.9% | $2,471-8.1% |
| Participant deferral / active EE | $5,855 | $3,282+78.4% | $4,370+34.0% | $3,740+56.6% |
| Admin fee / account holder | $5,314 | $4,400+20.8% | $5,945-10.6% | $5,306+0.2% |