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 | $86,684 | $46,553+86.2% | $64,056+35.3% | $75,163+15.3% |
| Participation rate | 98.5% | 65.9%+32.5pp | 72.3%+26.2pp | 67.2%+31.3pp |
| Annual return | 25.14% | 26.03%-0.9pp | 33.69%-8.5pp | 160.62%-135.5pp |
| Employer contribution / active EE | $7,670 | $1,974+288.6% | $2,747+179.3% | $2,670+187.3% |
| Participant deferral / active EE | $10,624 | $2,837+274.5% | $3,880+173.8% | $4,125+157.6% |
| Admin fee / account holder | $2,725 | $2,952-7.7% | $3,068-11.2% | $5,651-51.8% |