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 9-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 | $88,907 | $86,929+2.3% | $102,423-13.2% | $80,856+10.0% |
| Participation rate | 96.3% | 72.4%+23.9pp | 76.5%+19.8pp | 67.6%+28.7pp |
| Annual return | 81.78% | 18.88%+62.9pp | 29.32%+52.5pp | 35.59%+46.2pp |
| Employer contribution / active EE | $4,328 | $2,369+82.7% | $3,023+43.1% | $2,755+57.1% |
| Participant deferral / active EE | $7,092 | $4,118+72.2% | $5,053+40.4% | $4,296+65.1% |
| Admin fee / account holder | $1,596 | $8,049-80.2% | $9,451-83.1% | $6,918-76.9% |