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 | $98,929 | $89,753+10.2% | $107,525-8.0% | $84,808+16.7% |
| Participation rate | 94.1% | 68.1%+26.1pp | 75.1%+19.0pp | 68.3%+25.8pp |
| Annual return | 16.58% | 29.48%-12.9pp | 181.32%-164.7pp | 40.90%-24.3pp |
| Employer contribution / active EE | $2,214 | $3,113-28.9% | $3,754-41.0% | $2,631-15.8% |
| Participant deferral / active EE | $7,061 | $4,056+74.1% | $5,116+38.0% | $4,212+67.7% |
| Admin fee / account holder | $2,041 | $7,222-71.7% | $8,919-77.1% | $7,344-72.2% |