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 | $86,601 | $93,170-7.1% | $100,534-13.9% | $84,808+2.1% |
| Participation rate | 91.9% | 75.8%+16.0pp | 80.6%+11.3pp | 68.3%+23.6pp |
| Annual return | 17.88% | 47.13%-29.3pp | 32.66%-14.8pp | 40.90%-23.0pp |
| Employer contribution / active EE | $5,288 | $3,985+32.7% | $4,346+21.7% | $2,631+101.0% |
| Participant deferral / active EE | $3,824 | $5,699-32.9% | $6,144-37.8% | $4,212-9.2% |
| Admin fee / account holder | $8,559 | $7,382+15.9% | $7,654+11.8% | $7,344+16.6% |