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 | $82,399 | $72,277+14.0% | $101,248-18.6% | $79,858+3.2% |
| Participation rate | 91.7% | 68.5%+23.2pp | 75.8%+15.9pp | 69.6%+22.0pp |
| Annual return | 12.60% | 22.30%-9.7pp | 46.47%-33.9pp | 31.71%-19.1pp |
| Employer contribution / active EE | $2,691 | $2,6920% | $3,660-26.5% | $2,471+8.9% |
| Participant deferral / active EE | $5,392 | $3,282+64.3% | $4,370+23.4% | $3,740+44.2% |
| Admin fee / account holder | $10,614 | $4,400+141.2% | $5,945+78.5% | $5,306+100.0% |