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 | $95,244 | $78,422+21.5% | $95,952-0.7% | $79,858+19.3% |
| Participation rate | 97.4% | 73.5%+23.9pp | 77.1%+20.3pp | 69.6%+27.7pp |
| Annual return | 10.64% | 19.37%-8.7pp | 91.61%-81.0pp | 31.71%-21.1pp |
| Employer contribution / active EE | $7,064 | $1,945+263.2% | $2,541+178.0% | $2,471+185.9% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $17,084 | $5,622+203.9% | $6,795+151.4% | $5,306+222.0% |