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 | $88,641 | $48,076+84.4% | $78,689+12.6% | $62,891+40.9% |
| Participation rate | 96.4% | 65.2%+31.2pp | 73.6%+22.8pp | 69.3%+27.1pp |
| Annual return | 6.57% | 31.35%-24.8pp | 62.18%-55.6pp | 20.14%-13.6pp |
| Employer contribution / active EE | $8,350 | $2,015+314.4% | $2,851+192.9% | $2,281+266.1% |
| Participant deferral / active EE | $6,811 | $2,588+163.2% | $3,517+93.7% | $3,203+112.6% |
| Admin fee / account holder | $20,910 | $3,207+551.9% | $4,510+363.6% | $4,296+386.8% |