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 | $96,508 | $88,634+8.9% | $101,326-4.8% | $74,304+29.9% |
| Participation rate | 90.2% | 76.9%+13.3pp | 81.5%+8.7pp | 60.3%+29.8pp |
| Annual return | 18.67% | 33.10%-14.4pp | 36.82%-18.2pp | 29.43%-10.8pp |
| Employer contribution / active EE | $4,672 | $2,930+59.4% | $3,665+27.5% | $2,241+108.5% |
| Participant deferral / active EE | $9,781 | $7,322+33.6% | $7,994+22.4% | $3,767+159.6% |
| Admin fee / account holder | $5,855 | $2,425+141.4% | $11,185-47.7% | $2,969+97.2% |