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 | $90,832 | $73,933+22.9% | $96,683-6.1% | $75,163+20.8% |
| Participation rate | 95.1% | 66.4%+28.7pp | 74.3%+20.7pp | 67.2%+27.9pp |
| Annual return | 16.27% | 26.70%-10.4pp | 35.69%-19.4pp | 160.62%-144.3pp |
| Employer contribution / active EE | $5,015 | $2,928+71.3% | $3,737+34.2% | $2,670+87.8% |
| Participant deferral / active EE | $6,823 | $3,659+86.5% | $4,878+39.9% | $4,125+65.4% |
| Admin fee / account holder | $1,712 | $5,216-67.2% | $6,730-74.6% | $5,651-69.7% |