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 | $87,634 | $46,869+87.0% | $122,332-28.4% | $70,131+25.0% |
| Participation rate | 91.7% | 58.2%+33.5pp | 71.6%+20.0pp | 69.5%+22.1pp |
| Annual return | 18.29% | 24.22%-5.9pp | 30.27%-12.0pp | 73.14%-54.8pp |
| Employer contribution / active EE | $1,142 | $1,288-11.3% | $4,050-71.8% | $2,342-51.2% |
| Participant deferral / active EE | $9,601 | $2,166+343.2% | $3,287+192.1% | $3,332+188.2% |
| Admin fee / account holder | $4,835 | $3,322+45.5% | $5,478-11.7% | $4,645+4.1% |