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 | $93,566 | $56,897+64.4% | $84,750+10.4% | $62,891+48.8% |
| Participation rate | 96.3% | 68.5%+27.8pp | 76.6%+19.7pp | 69.3%+27.0pp |
| Annual return | 16.56% | 6.30%+10.3pp | 22.78%-6.2pp | 20.14%-3.6pp |
| Employer contribution / active EE | $6,858 | $2,400+185.8% | $3,574+91.9% | $2,281+200.7% |
| Participant deferral / active EE | $5,481 | $2,709+102.3% | $3,712+47.7% | $3,203+71.1% |
| Admin fee / account holder | $4,756 | $3,581+32.8% | $5,332-10.8% | $4,296+10.7% |