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 | $89,250 | $89,355-0.1% | $141,162-36.8% | $72,985+22.3% |
| Participation rate | 74.4% | 75.1%-0.8pp | 82.5%-8.1pp | 69.5%+4.9pp |
| Annual return | 24.42% | 111.85%-87.4pp | 71.39%-47.0pp | 81.00%-56.6pp |
| Employer contribution / active EE | $5,461 | $3,114+75.3% | $4,735+15.3% | $2,440+123.8% |
| Participant deferral / active EE | $11,478 | $5,418+111.8% | $6,709+71.1% | $3,607+218.2% |
| Admin fee / account holder | $20,731 | $5,958+247.9% | $10,261+102.0% | $5,124+304.6% |