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 | $90,550 | $51,175+76.9% | $70,515+28.4% | $75,163+20.5% |
| Participation rate | 90.0% | 60.9%+29.1pp | 68.3%+21.7pp | 67.2%+22.8pp |
| Annual return | 18.05% | 30.02%-12.0pp | 32.77%-14.7pp | 160.62%-142.6pp |
| Employer contribution / active EE | $5,798 | $1,826+217.5% | $2,973+95.0% | $2,670+117.2% |
| Participant deferral / active EE | $4,406 | $2,849+54.6% | $4,567-3.5% | $4,125+6.8% |
| Admin fee / account holder | $1,601 | $4,091-60.9% | $6,412-75.0% | $5,651-71.7% |