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 | $93,646 | $64,480+45.2% | $81,382+15.1% | $80,856+15.8% |
| Participation rate | 86.4% | 63.9%+22.5pp | 69.5%+16.9pp | 67.6%+18.7pp |
| Annual return | 14.64% | 16.34%-1.7pp | 24.73%-10.1pp | 35.59%-21.0pp |
| Employer contribution / active EE | $1,069 | $1,978-46.0% | $2,463-56.6% | $2,755-61.2% |
| Participant deferral / active EE | $4,604 | $3,094+48.8% | $3,883+18.6% | $4,296+7.2% |
| Admin fee / account holder | $2,276 | $5,671-59.9% | $5,768-60.5% | $6,918-67.1% |