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 | $96,108 | $80,717+19.1% | $154,803-37.9% | $84,808+13.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 20.17% | 37.96%-17.8pp | 58.88%-38.7pp | 40.90%-20.7pp |
| Employer contribution / active EE | $6,797 | $2,761+146.2% | $4,305+57.9% | $2,631+158.3% |
| Participant deferral / active EE | $3,079 | $3,303-6.8% | $5,540-44.4% | $4,212-26.9% |
| Admin fee / account holder | $19,659 | $6,746+191.4% | $14,329+37.2% | $7,344+167.7% |