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 | $74,774 | $56,897+31.4% | $84,750-11.8% | $62,891+18.9% |
| Participation rate | 88.4% | 68.5%+19.8pp | 76.6%+11.8pp | 69.3%+19.1pp |
| Annual return | 10.70% | 6.30%+4.4pp | 22.78%-12.1pp | 20.14%-9.4pp |
| Employer contribution / active EE | $2,674 | $2,400+11.4% | $3,574-25.2% | $2,281+17.2% |
| Participant deferral / active EE | $3,986 | $2,709+47.1% | $3,712+7.4% | $3,203+24.4% |
| Admin fee / account holder | $4,309 | $3,581+20.3% | $5,332-19.2% | $4,296+0.3% |