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 | $84,168 | $89,753-6.2% | $107,525-21.7% | $84,808-0.8% |
| Participation rate | 96.3% | 68.1%+28.2pp | 75.1%+21.2pp | 68.3%+28.0pp |
| Annual return | 16.03% | 29.48%-13.4pp | 181.32%-165.3pp | 40.90%-24.9pp |
| Employer contribution / active EE | $9,697 | $3,113+211.5% | $3,754+158.4% | $2,631+268.6% |
| Participant deferral / active EE | $5,294 | $4,056+30.5% | $5,116+3.5% | $4,212+25.7% |
| Admin fee / account holder | $1,345 | $7,222-81.4% | $8,919-84.9% | $7,344-81.7% |