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 | $83,011 | $58,828+41.1% | $77,999+6.4% | $62,891+32.0% |
| Participation rate | 97.9% | 71.1%+26.9pp | 75.5%+22.4pp | 69.3%+28.6pp |
| Annual return | 10.32% | 17.16%-6.8pp | 425.96%-415.6pp | 20.14%-9.8pp |
| Employer contribution / active EE | $7,966 | $1,672+376.5% | $2,470+222.5% | $2,281+249.2% |
| Participant deferral / active EE | $8,555 | $2,686+218.6% | $3,497+144.7% | $3,203+167.1% |
| Admin fee / account holder | $4,320 | $4,393-1.7% | $5,480-21.2% | $4,296+0.6% |