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 | $85,253 | $69,515+22.6% | $86,874-1.9% | $85,850-0.7% |
| Participation rate | 95.8% | 66.3%+29.5pp | 71.6%+24.2pp | 69.3%+26.5pp |
| Annual return | 19.86% | 20.12%-0.3pp | 63.52%-43.7pp | 318.53%-298.7pp |
| Employer contribution / active EE | $1,604 | $1,880-14.7% | $2,495-35.7% | $2,565-37.5% |
| Participant deferral / active EE | $3,533 | $2,919+21.0% | $3,699-4.5% | $3,952-10.6% |
| Admin fee / account holder | $8,243 | $5,972+38.0% | $5,828+41.4% | $6,260+31.7% |