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 | $83,397 | $71,050+17.4% | $93,606-10.9% | $80,856+3.1% |
| Participation rate | 87.3% | 60.4%+26.9pp | 68.7%+18.6pp | 67.6%+19.6pp |
| Annual return | 11.86% | 11.26%+0.6pp | 133.20%-121.3pp | 35.59%-23.7pp |
| Employer contribution / active EE | $2,907 | $1,564+85.9% | $2,420+20.2% | $2,755+5.5% |
| Participant deferral / active EE | $5,392 | $4,034+33.7% | $4,411+22.2% | $4,296+25.5% |
| Admin fee / account holder | $5,077 | $6,945-26.9% | $8,285-38.7% | $6,918-26.6% |