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 | $92,875 | $48,076+93.2% | $78,689+18.0% | $62,891+47.7% |
| Participation rate | 83.7% | 65.2%+18.5pp | 73.6%+10.1pp | 69.3%+14.4pp |
| Annual return | 8.92% | 31.35%-22.4pp | 62.18%-53.3pp | 20.14%-11.2pp |
| Employer contribution / active EE | $519 | $2,015-74.3% | $2,851-81.8% | $2,281-77.3% |
| Participant deferral / active EE | $4,257 | $2,588+64.5% | $3,517+21.1% | $3,203+32.9% |
| Admin fee / account holder | $385 | $3,207-88.0% | $4,510-91.5% | $4,296-91.0% |