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 | $93,356 | $65,365+42.8% | $92,893+0.5% | $72,985+27.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 28.21% | 42.10%-13.9pp | 109.41%-81.2pp | 81.00%-52.8pp |
| Employer contribution / active EE | $9,020 | $2,594+247.7% | $3,653+146.9% | $2,440+269.7% |
| Participant deferral / active EE | $7,046 | $3,128+125.2% | $4,236+66.3% | $3,607+95.3% |
| Admin fee / account holder | $1,725 | $4,251-59.4% | $5,794-70.2% | $5,124-66.3% |