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 | $83,736 | $60,022+39.5% | $88,946-5.9% | $84,808-1.3% |
| Participation rate | 92.5% | 57.8%+34.6pp | 68.8%+23.6pp | 68.3%+24.1pp |
| Annual return | 14.67% | 22.43%-7.8pp | 57.82%-43.1pp | 40.90%-26.2pp |
| Employer contribution / active EE | $6,046 | $1,703+255.1% | $2,555+136.6% | $2,631+129.8% |
| Participant deferral / active EE | $4,498 | $3,114+44.5% | $4,581-1.8% | $4,212+6.8% |
| Admin fee / account holder | $2,819 | $4,811-41.4% | $8,261-65.9% | $7,344-61.6% |