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 | $81,904 | $72,277+13.3% | $101,248-19.1% | $79,858+2.6% |
| Participation rate | 90.0% | 68.5%+21.5pp | 75.8%+14.2pp | 69.6%+20.4pp |
| Annual return | 14.84% | 22.30%-7.5pp | 46.47%-31.6pp | 31.71%-16.9pp |
| Employer contribution / active EE | $2,286 | $2,692-15.1% | $3,660-37.5% | $2,471-7.5% |
| Participant deferral / active EE | $3,987 | $3,282+21.5% | $4,370-8.8% | $3,740+6.6% |
| Admin fee / account holder | $19,608 | $4,400+345.6% | $5,945+229.8% | $5,306+269.5% |