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 | $81,089 | $78,672+3.1% | $109,143-25.7% | $85,850-5.5% |
| Participation rate | 93.4% | 68.3%+25.1pp | 75.9%+17.5pp | 69.3%+24.1pp |
| Annual return | 12.67% | 25.09%-12.4pp | 25.75%-13.1pp | 318.53%-305.9pp |
| Employer contribution / active EE | $4,249 | $2,735+55.4% | $3,722+14.2% | $2,565+65.6% |
| Participant deferral / active EE | $3,232 | $3,467-6.8% | $4,653-30.5% | $3,952-18.2% |
| Admin fee / account holder | $10,445 | $5,469+91.0% | $6,752+54.7% | $6,260+66.9% |