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 | $95,357 | $72,012+32.4% | $185,823-48.7% | $79,858+19.4% |
| Participation rate | 96.0% | 65.8%+30.2pp | 78.0%+18.0pp | 69.6%+26.4pp |
| Annual return | 18.22% | 23.12%-4.9pp | 35.95%-17.7pp | 31.71%-13.5pp |
| Employer contribution / active EE | $1,770 | $1,965-9.9% | $4,087-56.7% | $2,471-28.4% |
| Participant deferral / active EE | $3,553 | $3,779-6.0% | $5,632-36.9% | $3,740-5.0% |
| Admin fee / account holder | $381 | $4,513-91.6% | $9,500-96.0% | $5,306-92.8% |