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 | $91,794 | $60,349+52.1% | $74,183+23.7% | $62,891+46.0% |
| Participation rate | 88.8% | 72.7%+16.0pp | 76.6%+12.1pp | 69.3%+19.4pp |
| Annual return | 6.03% | 21.37%-15.3pp | 17.74%-11.7pp | 20.14%-14.1pp |
| Employer contribution / active EE | $2,216 | $1,680+31.9% | $2,370-6.5% | $2,281-2.9% |
| Participant deferral / active EE | $6,445 | $2,856+125.7% | $3,550+81.6% | $3,203+101.2% |
| Admin fee / account holder | $1,252 | $4,261-70.6% | $5,586-77.6% | $4,296-70.9% |