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 | $98,779 | $54,705+80.6% | $71,209+38.7% | $84,808+16.5% |
| Participation rate | 90.9% | 64.1%+26.8pp | 73.8%+17.2pp | 68.3%+22.6pp |
| Annual return | 16.68% | 35.90%-19.2pp | 282.51%-265.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $3,344 | $2,158+55.0% | $2,721+22.9% | $2,631+27.1% |
| Participant deferral / active EE | $7,239 | $3,030+138.9% | $4,175+73.4% | $4,212+71.9% |
| Admin fee / account holder | $7,934 | $4,863+63.1% | $5,349+48.3% | $7,344+8.0% |