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 | $115,667 | $81,460+42.0% | $103,333+11.9% | $80,856+43.1% |
| Participation rate | 95.7% | 66.8%+28.9pp | 74.5%+21.2pp | 67.6%+28.1pp |
| Annual return | 14.68% | 25.55%-10.9pp | 24.88%-10.2pp | 35.59%-20.9pp |
| Employer contribution / active EE | $4,096 | $3,105+31.9% | $3,868+5.9% | $2,755+48.7% |
| Participant deferral / active EE | $9,011 | $3,869+132.9% | $5,057+78.2% | $4,296+109.8% |
| Admin fee / account holder | $11,478 | $6,566+74.8% | $8,355+37.4% | $6,918+65.9% |