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 | $99,964 | $80,673+23.9% | $101,326-1.3% | $84,808+17.9% |
| Participation rate | 95.1% | 77.8%+17.3pp | 81.5%+13.6pp | 68.3%+26.8pp |
| Annual return | 22.19% | 38.95%-16.8pp | 36.82%-14.6pp | 40.90%-18.7pp |
| Employer contribution / active EE | $8,480 | $2,698+214.3% | $3,665+131.3% | $2,631+222.3% |
| Participant deferral / active EE | $16,480 | $6,840+140.9% | $7,994+106.2% | $4,212+291.3% |
| Admin fee / account holder | $6,922 | $12,784-45.9% | $11,185-38.1% | $7,344-5.7% |