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 7-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 | $99,497 | $58,208+70.9% | $81,812+21.6% | $80,856+23.1% |
| Participation rate | 94.4% | 63.4%+31.0pp | 72.3%+22.1pp | 67.6%+26.8pp |
| Annual return | 14.24% | 41.66%-27.4pp | 773.79%-759.5pp | 35.59%-21.4pp |
| Employer contribution / active EE | $2,584 | $2,340+10.4% | $2,912-11.3% | $2,755-6.2% |
| Participant deferral / active EE | $9,337 | $3,281+184.6% | $4,319+116.2% | $4,296+117.4% |
| Admin fee / account holder | $8,601 | $4,981+72.7% | $7,386+16.4% | $6,918+24.3% |