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 | $100,675 | $79,944+25.9% | $98,439+2.3% | $75,163+33.9% |
| Participation rate | 96.3% | 70.4%+25.9pp | 75.2%+21.1pp | 67.2%+29.1pp |
| Annual return | 23.43% | 19.75%+3.7pp | 21.16%+2.3pp | 160.62%-137.2pp |
| Employer contribution / active EE | $10,556 | $2,264+366.3% | $3,048+246.3% | $2,670+295.4% |
| Participant deferral / active EE | $0 | $3,752-100.0% | $4,738-100.0% | $4,125-100.0% |
| Admin fee / account holder | $4,983 | $6,840-27.2% | $8,948-44.3% | $5,651-11.8% |