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 | $93,564 | $81,460+14.9% | $103,333-9.5% | $80,856+15.7% |
| Participation rate | 91.7% | 66.8%+24.8pp | 74.5%+17.2pp | 67.6%+24.0pp |
| Annual return | 15.22% | 25.55%-10.3pp | 24.88%-9.7pp | 35.59%-20.4pp |
| Employer contribution / active EE | $2,503 | $3,105-19.4% | $3,868-35.3% | $2,755-9.2% |
| Participant deferral / active EE | $4,865 | $3,869+25.8% | $5,057-3.8% | $4,296+13.2% |
| Admin fee / account holder | $3,261 | $6,566-50.3% | $8,355-61.0% | $6,918-52.9% |