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 | $93,127 | $73,933+26.0% | $96,683-3.7% | $75,163+23.9% |
| Participation rate | 81.8% | 66.4%+15.4pp | 74.3%+7.5pp | 67.2%+14.6pp |
| Annual return | 18.15% | 26.70%-8.6pp | 35.69%-17.5pp | 160.62%-142.5pp |
| Employer contribution / active EE | $2,467 | $2,928-15.7% | $3,737-34.0% | $2,670-7.6% |
| Participant deferral / active EE | $6,801 | $3,659+85.9% | $4,878+39.4% | $4,125+64.9% |
| Admin fee / account holder | $3,844 | $5,216-26.3% | $6,730-42.9% | $5,651-32.0% |