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 | $82,683 | $86,929-4.9% | $102,423-19.3% | $80,856+2.3% |
| Participation rate | 91.7% | 72.4%+19.3pp | 76.5%+15.2pp | 67.6%+24.0pp |
| Annual return | 12.63% | 18.88%-6.2pp | 29.32%-16.7pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,729 | $2,369-27.0% | $3,023-42.8% | $2,755-37.2% |
| Participant deferral / active EE | $5,481 | $4,118+33.1% | $5,053+8.5% | $4,296+27.6% |
| Admin fee / account holder | $11,819 | $8,049+46.8% | $9,451+25.1% | $6,918+70.8% |