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 | $101,747 | $81,248+25.2% | $155,509-34.6% | $80,856+25.8% |
| Participation rate | 95.0% | 66.2%+28.8pp | 78.2%+16.8pp | 67.6%+27.4pp |
| Annual return | 11.65% | 33.31%-21.7pp | 64.67%-53.0pp | 35.59%-23.9pp |
| Employer contribution / active EE | $6,878 | $3,100+121.8% | $4,672+47.2% | $2,755+149.7% |
| Participant deferral / active EE | $3,456 | $3,452+0.1% | $5,626-38.6% | $4,296-19.5% |
| Admin fee / account holder | $5,742 | $7,997-28.2% | $15,912-63.9% | $6,918-17.0% |