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 | $99,795 | $63,346+57.5% | $92,233+8.2% | $70,131+42.3% |
| Participation rate | 94.8% | 68.7%+26.2pp | 76.5%+18.3pp | 69.5%+25.3pp |
| Annual return | 15.39% | 530.12%-514.7pp | 176.28%-160.9pp | 73.14%-57.7pp |
| Employer contribution / active EE | $2,586 | $2,471+4.7% | $3,679-29.7% | $2,342+10.4% |
| Participant deferral / active EE | $4,806 | $2,854+68.4% | $3,897+23.3% | $3,332+44.3% |
| Admin fee / account holder | $7,083 | $3,840+84.4% | $5,194+36.4% | $4,645+52.5% |