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 | $88,684 | $60,892+45.6% | $82,389+7.6% | $84,808+4.6% |
| Participation rate | 85.7% | 63.3%+22.4pp | 69.5%+16.2pp | 68.3%+17.4pp |
| Annual return | 16.18% | 37.29%-21.1pp | 28.67%-12.5pp | 40.90%-24.7pp |
| Employer contribution / active EE | $2,030 | $1,779+14.1% | $2,517-19.4% | $2,631-22.8% |
| Participant deferral / active EE | $5,582 | $3,179+75.6% | $4,155+34.4% | $4,212+32.5% |
| Admin fee / account holder | $3,579 | $5,467-34.5% | $7,231-50.5% | $7,344-51.3% |