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 | $89,989 | $81,460+10.5% | $103,333-12.9% | $80,856+11.3% |
| Participation rate | 98.7% | 66.8%+31.8pp | 74.5%+24.2pp | 67.6%+31.0pp |
| Annual return | 12.56% | 25.55%-13.0pp | 24.88%-12.3pp | 35.59%-23.0pp |
| Employer contribution / active EE | $2,849 | $3,105-8.2% | $3,868-26.3% | $2,755+3.4% |
| Participant deferral / active EE | $7,001 | $3,869+81.0% | $5,057+38.4% | $4,296+63.0% |
| Admin fee / account holder | $2,271 | $6,566-65.4% | $8,355-72.8% | $6,918-67.2% |