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 | $96,425 | $54,705+76.3% | $71,209+35.4% | $84,808+13.7% |
| Participation rate | 91.2% | 64.1%+27.1pp | 73.8%+17.5pp | 68.3%+22.9pp |
| Annual return | 16.52% | 35.90%-19.4pp | 282.51%-266.0pp | 40.90%-24.4pp |
| Employer contribution / active EE | $5,579 | $2,158+158.5% | $2,721+105.0% | $2,631+112.1% |
| Participant deferral / active EE | $9,177 | $3,030+202.8% | $4,175+119.8% | $4,212+117.9% |
| Admin fee / account holder | $14,380 | $4,863+195.7% | $5,349+168.9% | $7,344+95.8% |