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 8-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 | $95,860 | $89,753+6.8% | $107,525-10.8% | $84,808+13.0% |
| Participation rate | 93.9% | 68.1%+25.9pp | 75.1%+18.9pp | 68.3%+25.6pp |
| Annual return | 16.19% | 29.48%-13.3pp | 181.32%-165.1pp | 40.90%-24.7pp |
| Employer contribution / active EE | $5,515 | $3,113+77.1% | $3,754+46.9% | $2,631+109.6% |
| Participant deferral / active EE | $7,316 | $4,056+80.4% | $5,116+43.0% | $4,212+73.7% |
| Admin fee / account holder | $1,733 | $7,222-76.0% | $8,919-80.6% | $7,344-76.4% |