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 | $96,963 | $89,355+8.5% | $141,162-31.3% | $72,985+32.9% |
| Participation rate | 90.0% | 75.1%+14.9pp | 82.5%+7.5pp | 69.5%+20.5pp |
| Annual return | 30.34% | 111.85%-81.5pp | 71.39%-41.0pp | 81.00%-50.7pp |
| Employer contribution / active EE | $2,385 | $3,114-23.4% | $4,735-49.6% | $2,440-2.3% |
| Participant deferral / active EE | $7,753 | $5,418+43.1% | $6,709+15.6% | $3,607+114.9% |
| Admin fee / account holder | $1,084 | $5,958-81.8% | $10,261-89.4% | $5,124-78.9% |