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 | $99,628 | $86,286+15.5% | $111,297-10.5% | $85,850+16.0% |
| Participation rate | 94.1% | 73.3%+20.8pp | 77.3%+16.8pp | 69.3%+24.8pp |
| Annual return | 24.56% | 19.99%+4.6pp | 54.65%-30.1pp | 318.53%-294.0pp |
| Employer contribution / active EE | $4,016 | $2,043+96.5% | $2,731+47.0% | $2,565+56.6% |
| Participant deferral / active EE | $2,517 | $3,641-30.9% | $4,487-43.9% | $3,952-36.3% |
| Admin fee / account holder | $6,701 | $8,188-18.2% | $7,964-15.9% | $6,260+7.0% |