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 | $92,903 | $89,355+4.0% | $141,162-34.2% | $72,985+27.3% |
| Participation rate | 95.3% | 75.1%+20.2pp | 82.5%+12.8pp | 69.5%+25.8pp |
| Annual return | 22.54% | 111.85%-89.3pp | 71.39%-48.9pp | 81.00%-58.5pp |
| Employer contribution / active EE | $3,050 | $3,114-2.1% | $4,735-35.6% | $2,440+25.0% |
| Participant deferral / active EE | $7,037 | $5,418+29.9% | $6,709+4.9% | $3,607+95.1% |
| Admin fee / account holder | $3,311 | $5,958-44.4% | $10,261-67.7% | $5,124-35.4% |