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 | $87,192 | $81,460+7.0% | $103,333-15.6% | $80,856+7.8% |
| Participation rate | 96.2% | 66.8%+29.3pp | 74.5%+21.6pp | 67.6%+28.5pp |
| Annual return | 15.38% | 25.55%-10.2pp | 24.88%-9.5pp | 35.59%-20.2pp |
| Employer contribution / active EE | $6,879 | $3,105+121.5% | $3,868+77.9% | $2,755+149.7% |
| Participant deferral / active EE | $6,912 | $3,869+78.7% | $5,057+36.7% | $4,296+60.9% |
| Admin fee / account holder | $4,815 | $6,566-26.7% | $8,355-42.4% | $6,918-30.4% |