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 | $91,573 | $109,881-16.7% | $150,045-39.0% | $84,808+8.0% |
| Participation rate | 96.1% | 76.1%+20.0pp | 82.3%+13.7pp | 68.3%+27.7pp |
| Annual return | 17.52% | 28.25%-10.7pp | 62.55%-45.0pp | 40.90%-23.4pp |
| Employer contribution / active EE | $5,590 | $3,561+57.0% | $4,693+19.1% | $2,631+112.5% |
| Participant deferral / active EE | $12,282 | $6,636+85.1% | $7,997+53.6% | $4,212+191.6% |
| Admin fee / account holder | $5,879 | $8,568-31.4% | $13,435-56.2% | $7,344-19.9% |