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 | $86,776 | $60,892+42.5% | $82,389+5.3% | $84,808+2.3% |
| Participation rate | 98.3% | 63.3%+35.0pp | 69.5%+28.8pp | 68.3%+30.0pp |
| Annual return | 14.81% | 37.29%-22.5pp | 28.67%-13.9pp | 40.90%-26.1pp |
| Employer contribution / active EE | $6,917 | $1,779+288.7% | $2,517+174.8% | $2,631+162.9% |
| Participant deferral / active EE | $6,768 | $3,179+112.9% | $4,155+62.9% | $4,212+60.7% |
| Admin fee / account holder | $2,178 | $5,467-60.2% | $7,231-69.9% | $7,344-70.3% |