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 | $96,007 | $86,286+11.3% | $111,297-13.7% | $85,850+11.8% |
| Participation rate | 84.8% | 73.3%+11.5pp | 77.3%+7.5pp | 69.3%+15.5pp |
| Annual return | 13.53% | 19.99%-6.5pp | 54.65%-41.1pp | 318.53%-305.0pp |
| Employer contribution / active EE | $7,231 | $2,043+253.9% | $2,731+164.8% | $2,565+181.9% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $9,413 | $8,188+15.0% | $7,964+18.2% | $6,260+50.4% |