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 7-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 | $91,543 | $109,881-16.7% | $150,045-39.0% | $84,808+7.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 28.09% | 28.25%-0.2pp | 62.55%-34.5pp | 40.90%-12.8pp |
| Employer contribution / active EE | $11,167 | $3,561+213.6% | $4,693+137.9% | $2,631+324.4% |
| Participant deferral / active EE | $23,628 | $6,636+256.1% | $7,997+195.5% | $4,212+461.0% |
| Admin fee / account holder | $22,377 | $8,568+161.2% | $13,435+66.6% | $7,344+204.7% |