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 | $96,129 | $54,705+75.7% | $71,209+35.0% | $84,808+13.3% |
| Participation rate | 90.3% | 64.1%+26.3pp | 73.8%+16.6pp | 68.3%+22.0pp |
| Annual return | 14.50% | 35.90%-21.4pp | 282.51%-268.0pp | 40.90%-26.4pp |
| Employer contribution / active EE | $7,929 | $2,158+267.4% | $2,721+191.4% | $2,631+201.4% |
| Participant deferral / active EE | $6,616 | $3,030+118.3% | $4,175+58.5% | $4,212+57.1% |
| Admin fee / account holder | $7,180 | $4,863+47.6% | $5,349+34.2% | $7,344-2.2% |