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 | $104,568 | $86,929+20.3% | $102,423+2.1% | $80,856+29.3% |
| Participation rate | 80.0% | 72.4%+7.6pp | 76.5%+3.5pp | 67.6%+12.4pp |
| Annual return | 18.84% | 18.88%0pp | 29.32%-10.5pp | 35.59%-16.8pp |
| Employer contribution / active EE | $723 | $2,369-69.5% | $3,023-76.1% | $2,755-73.7% |
| Participant deferral / active EE | $7,324 | $4,118+77.8% | $5,053+44.9% | $4,296+70.5% |
| Admin fee / account holder | $13,472 | $8,049+67.4% | $9,451+42.6% | $6,918+94.7% |