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 | $93,207 | $89,753+3.8% | $107,525-13.3% | $84,808+9.9% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 39.11% | 29.48%+9.6pp | 181.32%-142.2pp | 40.90%-1.8pp |
| Employer contribution / active EE | $3,693 | $3,113+18.6% | $3,754-1.6% | $2,631+40.4% |
| Participant deferral / active EE | $8,120 | $4,056+100.2% | $5,116+58.7% | $4,212+92.8% |
| Admin fee / account holder | $7,813 | $7,222+8.2% | $8,919-12.4% | $7,344+6.4% |