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 | $91,578 | $84,233+8.7% | $170,442-46.3% | $70,131+30.6% |
| Participation rate | 97.6% | 70.8%+26.8pp | 83.6%+14.0pp | 69.5%+28.1pp |
| Annual return | 15.75% | 23.06%-7.3pp | 205.93%-190.2pp | 73.14%-57.4pp |
| Employer contribution / active EE | $6,888 | $3,387+103.4% | $5,433+26.8% | $2,342+194.0% |
| Participant deferral / active EE | $4,183 | $3,086+35.6% | $4,939-15.3% | $3,332+25.6% |
| Admin fee / account holder | $1,295 | $5,698-77.3% | $13,880-90.7% | $4,645-72.1% |