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 | $98,375 | $51,175+92.2% | $70,515+39.5% | $75,163+30.9% |
| Participation rate | 96.0% | 60.9%+35.1pp | 68.3%+27.7pp | 67.2%+28.8pp |
| Annual return | 19.79% | 30.02%-10.2pp | 32.77%-13.0pp | 160.62%-140.8pp |
| Employer contribution / active EE | $8,359 | $1,826+357.8% | $2,973+181.1% | $2,670+213.1% |
| Participant deferral / active EE | $1,654 | $2,849-42.0% | $4,567-63.8% | $4,125-59.9% |
| Admin fee / account holder | $7,834 | $4,091+91.5% | $6,412+22.2% | $5,651+38.6% |