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 | $83,637 | $72,012+16.1% | $185,823-55.0% | $79,858+4.7% |
| Participation rate | 90.4% | 65.8%+24.6pp | 78.0%+12.4pp | 69.6%+20.8pp |
| Annual return | 13.74% | 23.12%-9.4pp | 35.95%-22.2pp | 31.71%-18.0pp |
| Employer contribution / active EE | $4,161 | $1,965+111.8% | $4,087+1.8% | $2,471+68.4% |
| Participant deferral / active EE | $4,964 | $3,779+31.4% | $5,632-11.9% | $3,740+32.7% |
| Admin fee / account holder | $2,512 | $4,513-44.3% | $9,500-73.6% | $5,306-52.7% |