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 | $90,027 | $105,181-14.4% | $159,436-43.5% | $85,850+4.9% |
| Participation rate | 83.1% | 75.8%+7.3pp | 82.8%+0.3pp | 69.3%+13.8pp |
| Annual return | 12.55% | 45.07%-32.5pp | 263.57%-251.0pp | 318.53%-306.0pp |
| Employer contribution / active EE | $6,562 | $3,318+97.7% | $4,829+35.9% | $2,565+155.8% |
| Participant deferral / active EE | $4,183 | $5,945-29.6% | $7,352-43.1% | $3,952+5.9% |
| Admin fee / account holder | $4,132 | $6,933-40.4% | $10,799-61.7% | $6,260-34.0% |