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 | $87,638 | $93,571-6.3% | $135,903-35.5% | $75,163+16.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.99% | 30.90%-13.9pp | 68.23%-51.2pp | 160.62%-143.6pp |
| Employer contribution / active EE | $11,707 | $3,537+231.0% | $4,856+141.1% | $2,670+338.5% |
| Participant deferral / active EE | $9,395 | $6,404+46.7% | $7,758+21.1% | $4,125+127.8% |
| Admin fee / account holder | $1,432 | $6,975-79.5% | $10,762-86.7% | $5,651-74.7% |