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 | $97,263 | $89,355+8.9% | $141,162-31.1% | $72,985+33.3% |
| Participation rate | 91.4% | 75.1%+16.3pp | 82.5%+8.9pp | 69.5%+21.9pp |
| Annual return | 21.74% | 111.85%-90.1pp | 71.39%-49.7pp | 81.00%-59.3pp |
| Employer contribution / active EE | $7,055 | $3,114+126.5% | $4,735+49.0% | $2,440+189.2% |
| Participant deferral / active EE | $12,531 | $5,418+131.3% | $6,709+86.8% | $3,607+247.4% |
| Admin fee / account holder | $8,194 | $5,958+37.5% | $10,261-20.1% | $5,124+59.9% |