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 | $82,457 | $58,512+40.9% | $84,015-1.9% | $72,985+13.0% |
| Participation rate | 90.9% | 61.2%+29.7pp | 69.0%+21.9pp | 69.5%+21.4pp |
| Annual return | 22.71% | 28.93%-6.2pp | 71.31%-48.6pp | 81.00%-58.3pp |
| Employer contribution / active EE | $3,182 | $1,163+173.6% | $1,983+60.4% | $2,440+30.4% |
| Participant deferral / active EE | $2,619 | $2,394+9.4% | $3,239-19.1% | $3,607-27.4% |
| Admin fee / account holder | $3,129 | $4,569-31.5% | $6,101-48.7% | $5,124-38.9% |