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 | $99,670 | $81,460+22.4% | $103,333-3.5% | $80,856+23.3% |
| Participation rate | 91.5% | 66.8%+24.7pp | 74.5%+17.0pp | 67.6%+23.9pp |
| Annual return | 10.51% | 25.55%-15.0pp | 24.88%-14.4pp | 35.59%-25.1pp |
| Employer contribution / active EE | $19,790 | $3,105+537.3% | $3,868+411.7% | $2,755+618.4% |
| Participant deferral / active EE | $2,377 | $3,869-38.5% | $5,057-53.0% | $4,296-44.7% |
| Admin fee / account holder | $10,452 | $6,566+59.2% | $8,355+25.1% | $6,918+51.1% |