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 | $83,040 | $72,492+14.6% | $87,100-4.7% | $72,985+13.8% |
| Participation rate | 90.9% | 72.8%+18.1pp | 76.9%+14.0pp | 69.5%+21.4pp |
| Annual return | 19.02% | 24.46%-5.4pp | 28.19%-9.2pp | 81.00%-62.0pp |
| Employer contribution / active EE | $3,146 | $1,894+66.1% | $2,521+24.8% | $2,440+28.9% |
| Participant deferral / active EE | $4,237 | $3,270+29.6% | $4,049+4.6% | $3,607+17.4% |
| Admin fee / account holder | $8,869 | $5,055+75.5% | $7,497+18.3% | $5,124+73.1% |