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 | $88,454 | $80,968+9.2% | $96,544-8.4% | $75,163+17.7% |
| Participation rate | 95.9% | 71.8%+24.2pp | 76.0%+20.0pp | 67.2%+28.7pp |
| Annual return | 14.62% | 27.06%-12.4pp | 25.84%-11.2pp | 160.62%-146.0pp |
| Employer contribution / active EE | $1,681 | $2,282-26.3% | $2,965-43.3% | $2,670-37.1% |
| Participant deferral / active EE | $4,779 | $3,928+21.7% | $4,851-1.5% | $4,125+15.9% |
| Admin fee / account holder | $16,130 | $6,724+139.9% | $8,252+95.5% | $5,651+185.4% |