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 | $75,936 | $65,685+15.6% | $57,179+32.8% | $273,961-72.3% |
| Participation rate | 90.9% | 78.3%+12.6pp | 75.3%+15.6pp | 83.0%+7.9pp |
| Annual return | 11.19% | 21.99%-10.8pp | 14.59%-3.4pp | 41.45%-30.3pp |
| Employer contribution / active EE | $0 | $3,279-100.0% | $2,682-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,339 | $3,782-11.7% | $3,096+7.9% | $5,287-36.8% |
| Admin fee / account holder | $472 | $4,835-90.2% | $3,139-85.0% | $10,132-95.3% |