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 | $93,421 | $57,354+62.9% | $83,848+11.4% | $64,186+45.5% |
| Participation rate | 77.8% | 68.6%+9.2pp | 76.1%+1.6pp | 69.6%+8.2pp |
| Annual return | 11.88% | 11.38%+0.5pp | 850.88%-839.0pp | 7.63%+4.2pp |
| Employer contribution / active EE | $1,167 | $2,545-54.1% | $3,631-67.9% | $2,381-51.0% |
| Participant deferral / active EE | $2,801 | $2,993-6.4% | $4,082-31.4% | $3,470-19.3% |
| Admin fee / account holder | $1,590 | $4,046-60.7% | $5,478-71.0% | $4,888-67.5% |