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 | $95,754 | $84,556+13.2% | $116,228-17.6% | $74,304+28.9% |
| Participation rate | 91.6% | 66.0%+25.5pp | 74.6%+17.0pp | 60.3%+31.2pp |
| Annual return | 39.27% | 18.35%+20.9pp | 90.06%-50.8pp | 29.43%+9.8pp |
| Employer contribution / active EE | $8,716 | $2,168+302.1% | $2,994+191.1% | $2,241+288.9% |
| Participant deferral / active EE | $20,472 | $3,814+436.7% | $4,953+313.3% | $3,767+443.4% |
| Admin fee / account holder | $4,049 | $3,792+6.8% | $11,989-66.2% | $2,969+36.4% |