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 4-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 | $85,843 | $77,503+10.8% | $100,391-14.5% | $80,856+6.2% |
| Participation rate | 96.6% | 76.9%+19.6pp | 81.5%+15.1pp | 67.6%+28.9pp |
| Annual return | 39.58% | 37.20%+2.4pp | 49.20%-9.6pp | 35.59%+4.0pp |
| Employer contribution / active EE | $10,111 | $2,801+261.0% | $3,942+156.5% | $2,755+267.0% |
| Participant deferral / active EE | $15,206 | $6,820+123.0% | $8,082+88.2% | $4,296+254.0% |
| Admin fee / account holder | $4,136 | $5,897-29.9% | $7,899-47.6% | $6,918-40.2% |