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 | $98,844 | $89,753+10.1% | $107,525-8.1% | $84,808+16.6% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 16.13% | 29.48%-13.3pp | 181.32%-165.2pp | 40.90%-24.8pp |
| Employer contribution / active EE | $6,631 | $3,113+113.0% | $3,754+76.6% | $2,631+152.0% |
| Participant deferral / active EE | $6,934 | $4,056+70.9% | $5,116+35.5% | $4,212+64.6% |
| Admin fee / account holder | $8,084 | $7,222+11.9% | $8,919-9.4% | $7,344+10.1% |