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 | $91,990 | $93,571-1.7% | $135,903-32.3% | $75,163+22.4% |
| Participation rate | 97.4% | 75.2%+22.3pp | 81.9%+15.5pp | 67.2%+30.2pp |
| Annual return | 23.54% | 30.90%-7.4pp | 68.23%-44.7pp | 160.62%-137.1pp |
| Employer contribution / active EE | $6,943 | $3,537+96.3% | $4,856+43.0% | $2,670+160.1% |
| Participant deferral / active EE | $12,371 | $6,404+93.2% | $7,758+59.5% | $4,125+199.9% |
| Admin fee / account holder | $17,722 | $6,975+154.1% | $10,762+64.7% | $5,651+213.6% |