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 | $98,750 | $93,170+6.0% | $100,534-1.8% | $84,808+16.4% |
| Participation rate | 88.0% | 75.8%+12.1pp | 80.6%+7.3pp | 68.3%+19.6pp |
| Annual return | 17.79% | 47.13%-29.3pp | 32.66%-14.9pp | 40.90%-23.1pp |
| Employer contribution / active EE | $2,830 | $3,985-29.0% | $4,346-34.9% | $2,631+7.6% |
| Participant deferral / active EE | $8,700 | $5,699+52.7% | $6,144+41.6% | $4,212+106.6% |
| Admin fee / account holder | $14,697 | $7,382+99.1% | $7,654+92.0% | $7,344+100.1% |