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 7-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 | $83,761 | $57,016+46.9% | $84,966-1.4% | $80,856+3.6% |
| Participation rate | 81.3% | 56.3%+24.9pp | 67.5%+13.7pp | 67.6%+13.6pp |
| Annual return | 12.74% | 21.66%-8.9pp | 66.38%-53.6pp | 35.59%-22.9pp |
| Employer contribution / active EE | $3,060 | $1,798+70.2% | $2,727+12.2% | $2,755+11.1% |
| Participant deferral / active EE | $7,630 | $3,110+145.4% | $4,519+68.8% | $4,296+77.6% |
| Admin fee / account holder | $8,652 | $4,980+73.7% | $6,149+40.7% | $6,918+25.1% |