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 | $83,710 | $109,881-23.8% | $150,045-44.2% | $84,808-1.3% |
| Participation rate | 98.9% | 76.1%+22.8pp | 82.3%+16.5pp | 68.3%+30.6pp |
| Annual return | 23.30% | 28.25%-4.9pp | 62.55%-39.3pp | 40.90%-17.6pp |
| Employer contribution / active EE | $8,834 | $3,561+148.1% | $4,693+88.2% | $2,631+235.8% |
| Participant deferral / active EE | $9,563 | $6,636+44.1% | $7,997+19.6% | $4,212+127.1% |
| Admin fee / account holder | $10,670 | $8,568+24.5% | $13,435-20.6% | $7,344+45.3% |