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 | $92,774 | $81,248+14.2% | $155,509-40.3% | $80,856+14.7% |
| Participation rate | 96.7% | 66.2%+30.4pp | 78.2%+18.5pp | 67.6%+29.0pp |
| Annual return | 13.09% | 33.31%-20.2pp | 64.67%-51.6pp | 35.59%-22.5pp |
| Employer contribution / active EE | $10,426 | $3,100+236.3% | $4,672+123.1% | $2,755+278.4% |
| Participant deferral / active EE | $7,907 | $3,452+129.1% | $5,626+40.5% | $4,296+84.1% |
| Admin fee / account holder | $14,951 | $7,997+86.9% | $15,912-6.0% | $6,918+116.1% |