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 | $90,227 | $89,355+1.0% | $141,162-36.1% | $72,985+23.6% |
| Participation rate | 94.7% | 75.1%+19.6pp | 82.5%+12.3pp | 69.5%+25.3pp |
| Annual return | 22.58% | 111.85%-89.3pp | 71.39%-48.8pp | 81.00%-58.4pp |
| Employer contribution / active EE | $5,828 | $3,114+87.1% | $4,735+23.1% | $2,440+138.8% |
| Participant deferral / active EE | $7,519 | $5,418+38.8% | $6,709+12.1% | $3,607+108.4% |
| Admin fee / account holder | $11,994 | $5,958+101.3% | $10,261+16.9% | $5,124+134.1% |