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 | $90,283 | $89,753+0.6% | $107,525-16.0% | $84,808+6.5% |
| Participation rate | 98.6% | 68.1%+30.5pp | 75.1%+23.5pp | 68.3%+30.3pp |
| Annual return | 14.59% | 29.48%-14.9pp | 181.32%-166.7pp | 40.90%-26.3pp |
| Employer contribution / active EE | $5,603 | $3,113+80.0% | $3,754+49.3% | $2,631+113.0% |
| Participant deferral / active EE | $5,577 | $4,056+37.5% | $5,116+9.0% | $4,212+32.4% |
| Admin fee / account holder | $5,366 | $7,222-25.7% | $8,919-39.8% | $7,344-26.9% |