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 | $89,208 | $81,460+9.5% | $103,333-13.7% | $80,856+10.3% |
| Participation rate | 90.5% | 66.8%+23.6pp | 74.5%+16.0pp | 67.6%+22.8pp |
| Annual return | 12.92% | 25.55%-12.6pp | 24.88%-12.0pp | 35.59%-22.7pp |
| Employer contribution / active EE | $8,025 | $3,105+158.4% | $3,868+107.5% | $2,755+191.3% |
| Participant deferral / active EE | $3,870 | $3,8690% | $5,057-23.5% | $4,296-9.9% |
| Admin fee / account holder | $2,874 | $6,566-56.2% | $8,355-65.6% | $6,918-58.5% |