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 | $90,741 | $58,828+54.2% | $77,999+16.3% | $62,891+44.3% |
| Participation rate | 82.2% | 71.1%+11.1pp | 75.5%+6.7pp | 69.3%+12.9pp |
| Annual return | 6.68% | 17.16%-10.5pp | 425.96%-419.3pp | 20.14%-13.5pp |
| Employer contribution / active EE | $5,937 | $1,672+255.2% | $2,470+140.4% | $2,281+160.3% |
| Participant deferral / active EE | $4,786 | $2,686+78.2% | $3,497+36.9% | $3,203+49.4% |
| Admin fee / account holder | $12,123 | $4,393+176.0% | $5,480+121.2% | $4,296+182.2% |