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 | $81,047 | $109,359-25.9% | $162,163-50.0% | $72,985+11.0% |
| Participation rate | 93.8% | 84.3%+9.5pp | 87.6%+6.2pp | 69.5%+24.3pp |
| Annual return | 21.74% | 25.46%-3.7pp | 115.59%-93.8pp | 81.00%-59.3pp |
| Employer contribution / active EE | $2,129 | $3,907-45.5% | $5,614-62.1% | $2,440-12.7% |
| Participant deferral / active EE | $6,582 | $5,481+20.1% | $7,298-9.8% | $3,607+82.5% |
| Admin fee / account holder | $3,658 | $7,972-54.1% | $10,843-66.3% | $5,124-28.6% |