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 8-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 | $99,470 | $85,202+16.7% | $172,739-42.4% | $72,985+36.3% |
| Participation rate | 98.7% | 70.1%+28.6pp | 82.6%+16.1pp | 69.5%+29.2pp |
| Annual return | 24.29% | 27.32%-3.0pp | 802.84%-778.5pp | 81.00%-56.7pp |
| Employer contribution / active EE | $2,944 | $3,324-11.4% | $5,143-42.7% | $2,440+20.7% |
| Participant deferral / active EE | $7,839 | $3,260+140.4% | $5,198+50.8% | $3,607+117.3% |
| Admin fee / account holder | $756 | $5,884-87.2% | $13,954-94.6% | $5,124-85.2% |