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 | $84,555 | $89,355-5.4% | $141,162-40.1% | $72,985+15.9% |
| Participation rate | 97.1% | 75.1%+22.0pp | 82.5%+14.7pp | 69.5%+27.7pp |
| Annual return | 26.24% | 111.85%-85.6pp | 71.39%-45.2pp | 81.00%-54.8pp |
| Employer contribution / active EE | $3,711 | $3,114+19.1% | $4,735-21.6% | $2,440+52.1% |
| Participant deferral / active EE | $7,632 | $5,418+40.9% | $6,709+13.8% | $3,607+111.6% |
| Admin fee / account holder | $8,236 | $5,958+38.2% | $10,261-19.7% | $5,124+60.7% |