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 | $77,838 | $64,348+21.0% | $90,160-13.7% | $70,131+11.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 20.46% | 28.13%-7.7pp | 34.88%-14.4pp | 73.14%-52.7pp |
| Employer contribution / active EE | $4,860 | $2,046+137.6% | $3,318+46.5% | $2,342+107.5% |
| Participant deferral / active EE | $7,636 | $4,389+74.0% | $5,288+44.4% | $3,332+129.2% |
| Admin fee / account holder | $943 | $3,944-76.1% | $5,943-84.1% | $4,645-79.7% |