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 | $86,793 | $68,914+25.9% | $136,749-36.5% | $74,304+16.8% |
| Participation rate | 95.5% | 51.3%+44.2pp | 72.1%+23.4pp | 60.3%+35.1pp |
| Annual return | 16.35% | 16.34%0pp | 24.33%-8.0pp | 29.43%-13.1pp |
| Employer contribution / active EE | $2,973 | $1,561+90.4% | $3,400-12.5% | $2,241+32.7% |
| Participant deferral / active EE | $4,914 | $2,541+93.4% | $4,692+4.7% | $3,767+30.4% |
| Admin fee / account holder | $4,564 | $3,149+44.9% | $11,386-59.9% | $2,969+53.7% |