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 | $88,669 | $60,892+45.6% | $82,389+7.6% | $84,808+4.6% |
| Participation rate | 73.2% | 63.3%+9.9pp | 69.5%+3.6pp | 68.3%+4.9pp |
| Annual return | 16.08% | 37.29%-21.2pp | 28.67%-12.6pp | 40.90%-24.8pp |
| Employer contribution / active EE | $3,290 | $1,779+84.9% | $2,517+30.7% | $2,631+25.1% |
| Participant deferral / active EE | $4,384 | $3,179+37.9% | $4,155+5.5% | $4,212+4.1% |
| Admin fee / account holder | $12,097 | $5,467+121.3% | $7,231+67.3% | $7,344+64.7% |