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 | $99,748 | $89,355+11.6% | $141,162-29.3% | $72,985+36.7% |
| Participation rate | 87.1% | 75.1%+12.0pp | 82.5%+4.6pp | 69.5%+17.6pp |
| Annual return | 26.12% | 111.85%-85.7pp | 71.39%-45.3pp | 81.00%-54.9pp |
| Employer contribution / active EE | $4,225 | $3,114+35.7% | $4,735-10.8% | $2,440+73.2% |
| Participant deferral / active EE | $9,021 | $5,418+66.5% | $6,709+34.5% | $3,607+150.1% |
| Admin fee / account holder | $2,956 | $5,958-50.4% | $10,261-71.2% | $5,124-42.3% |