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 | $91,853 | $73,933+24.2% | $96,683-5.0% | $75,163+22.2% |
| Participation rate | 98.2% | 66.4%+31.8pp | 74.3%+23.9pp | 67.2%+31.1pp |
| Annual return | 18.07% | 26.70%-8.6pp | 35.69%-17.6pp | 160.62%-142.5pp |
| Employer contribution / active EE | $3,976 | $2,928+35.8% | $3,737+6.4% | $2,670+48.9% |
| Participant deferral / active EE | $4,802 | $3,659+31.3% | $4,878-1.6% | $4,125+16.4% |
| Admin fee / account holder | $8,194 | $5,216+57.1% | $6,730+21.8% | $5,651+45.0% |