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 | $86,604 | $72,277+19.8% | $101,248-14.5% | $79,858+8.4% |
| Participation rate | 79.2% | 68.5%+10.8pp | 75.8%+3.4pp | 69.6%+9.6pp |
| Annual return | 17.76% | 22.30%-4.5pp | 46.47%-28.7pp | 31.71%-14.0pp |
| Employer contribution / active EE | $3,643 | $2,692+35.4% | $3,660-0.4% | $2,471+47.5% |
| Participant deferral / active EE | $7,804 | $3,282+137.8% | $4,370+78.6% | $3,740+108.7% |
| Admin fee / account holder | $8,515 | $4,400+93.5% | $5,945+43.2% | $5,306+60.5% |