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 | $81,592 | $94,625-13.8% | $116,228-29.8% | $84,808-3.8% |
| Participation rate | 95.7% | 70.4%+25.2pp | 74.6%+21.1pp | 68.3%+27.3pp |
| Annual return | 13.71% | 20.40%-6.7pp | 90.06%-76.3pp | 40.90%-27.2pp |
| Employer contribution / active EE | $3,078 | $2,347+31.2% | $2,994+2.8% | $2,631+17.0% |
| Participant deferral / active EE | $6,473 | $3,972+63.0% | $4,953+30.7% | $4,212+53.7% |
| Admin fee / account holder | $6,437 | $10,091-36.2% | $11,989-46.3% | $7,344-12.3% |