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 | $97,097 | $68,719+41.3% | $91,541+6.1% | $84,808+14.5% |
| Participation rate | 96.3% | 64.5%+31.8pp | 69.8%+26.5pp | 68.3%+28.0pp |
| Annual return | 16.07% | 19.12%-3.0pp | 20.50%-4.4pp | 40.90%-24.8pp |
| Employer contribution / active EE | $4,038 | $1,920+110.3% | $2,505+61.2% | $2,631+53.5% |
| Participant deferral / active EE | $9,452 | $3,136+201.4% | $4,008+135.8% | $4,212+124.4% |
| Admin fee / account holder | $968 | $5,786-83.3% | $6,956-86.1% | $7,344-86.8% |