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 | $82,981 | $72,277+14.8% | $101,248-18.0% | $79,858+3.9% |
| Participation rate | 96.2% | 68.5%+27.7pp | 75.8%+20.3pp | 69.6%+26.5pp |
| Annual return | 11.58% | 22.30%-10.7pp | 46.47%-34.9pp | 31.71%-20.1pp |
| Employer contribution / active EE | $11,564 | $2,692+329.7% | $3,660+216.0% | $2,471+368.0% |
| Participant deferral / active EE | $4,142 | $3,282+26.2% | $4,370-5.2% | $3,740+10.7% |
| Admin fee / account holder | $7,626 | $4,400+73.3% | $5,945+28.3% | $5,306+43.7% |