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 | $90,960 | $81,460+11.7% | $103,333-12.0% | $80,856+12.5% |
| Participation rate | 98.4% | 66.8%+31.6pp | 74.5%+23.9pp | 67.6%+30.8pp |
| Annual return | 22.78% | 25.55%-2.8pp | 24.88%-2.1pp | 35.59%-12.8pp |
| Employer contribution / active EE | $7,039 | $3,105+126.7% | $3,868+82.0% | $2,755+155.5% |
| Participant deferral / active EE | $9,276 | $3,869+139.8% | $5,057+83.4% | $4,296+115.9% |
| Admin fee / account holder | $1,357 | $6,566-79.3% | $8,355-83.8% | $6,918-80.4% |