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 | $85,907 | $60,892+41.1% | $82,389+4.3% | $84,808+1.3% |
| Participation rate | 97.9% | 63.3%+34.6pp | 69.5%+28.3pp | 68.3%+29.6pp |
| Annual return | 16.27% | 37.29%-21.0pp | 28.67%-12.4pp | 40.90%-24.6pp |
| Employer contribution / active EE | $2,069 | $1,779+16.3% | $2,517-17.8% | $2,631-21.4% |
| Participant deferral / active EE | $5,368 | $3,179+68.9% | $4,155+29.2% | $4,212+27.5% |
| Admin fee / account holder | $2,917 | $5,467-46.6% | $7,231-59.7% | $7,344-60.3% |