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 | $90,855 | $101,724-10.7% | $164,813-44.9% | $80,856+12.4% |
| Participation rate | 84.0% | 71.8%+12.2pp | 78.6%+5.4pp | 67.6%+16.4pp |
| Annual return | 17.89% | 16.72%+1.2pp | 69.93%-52.0pp | 35.59%-17.7pp |
| Employer contribution / active EE | $4,653 | $2,953+57.6% | $4,341+7.2% | $2,755+68.9% |
| Participant deferral / active EE | $9,415 | $4,477+110.3% | $6,031+56.1% | $4,296+119.2% |
| Admin fee / account holder | $4,240 | $8,227-48.5% | $12,690-66.6% | $6,918-38.7% |