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 | $86,442 | $77,314+11.8% | $177,989-51.4% | $80,856+6.9% |
| Participation rate | 95.7% | 65.7%+30.0pp | 77.1%+18.6pp | 67.6%+28.1pp |
| Annual return | 13.52% | 18.09%-4.6pp | 294.48%-281.0pp | 35.59%-22.1pp |
| Employer contribution / active EE | $1,936 | $2,292-15.6% | $3,949-51.0% | $2,755-29.7% |
| Participant deferral / active EE | $9,477 | $4,411+114.9% | $6,276+51.0% | $4,296+120.6% |
| Admin fee / account holder | $823 | $7,191-88.6% | $10,363-92.1% | $6,918-88.1% |