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 9-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 | $96,294 | $89,753+7.3% | $107,525-10.4% | $84,808+13.5% |
| Participation rate | 90.7% | 68.1%+22.7pp | 75.1%+15.7pp | 68.3%+22.4pp |
| Annual return | 16.93% | 29.48%-12.5pp | 181.32%-164.4pp | 40.90%-24.0pp |
| Employer contribution / active EE | $4,202 | $3,113+35.0% | $3,754+12.0% | $2,631+59.7% |
| Participant deferral / active EE | $13,262 | $4,056+227.0% | $5,116+159.3% | $4,212+214.9% |
| Admin fee / account holder | $12,824 | $7,222+77.6% | $8,919+43.8% | $7,344+74.6% |