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 | $89,132 | $78,705+13.2% | $117,854-24.4% | $70,131+27.1% |
| Participation rate | 89.3% | 73.2%+16.1pp | 79.7%+9.6pp | 69.5%+19.7pp |
| Annual return | 18.17% | 23.30%-5.1pp | 335.08%-316.9pp | 73.14%-55.0pp |
| Employer contribution / active EE | $9,117 | $2,223+310.0% | $3,786+140.8% | $2,342+289.2% |
| Participant deferral / active EE | $7,709 | $3,297+133.8% | $4,482+72.0% | $3,332+131.4% |
| Admin fee / account holder | $7,225 | $5,065+42.6% | $8,020-9.9% | $4,645+55.5% |