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 | $95,241 | $54,705+74.1% | $71,209+33.7% | $84,808+12.3% |
| Participation rate | 87.9% | 64.1%+23.8pp | 73.8%+14.1pp | 68.3%+19.6pp |
| Annual return | 15.61% | 35.90%-20.3pp | 282.51%-266.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $8,853 | $2,158+310.3% | $2,721+225.4% | $2,631+236.5% |
| Participant deferral / active EE | $8,336 | $3,030+175.1% | $4,175+99.7% | $4,212+97.9% |
| Admin fee / account holder | $8,999 | $4,863+85.0% | $5,349+68.2% | $7,344+22.5% |