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 | $87,956 | $69,515+26.5% | $86,874+1.2% | $85,850+2.5% |
| Participation rate | 95.5% | 66.3%+29.1pp | 71.6%+23.8pp | 69.3%+26.1pp |
| Annual return | 13.44% | 20.12%-6.7pp | 63.52%-50.1pp | 318.53%-305.1pp |
| Employer contribution / active EE | $7,279 | $1,880+287.1% | $2,495+191.7% | $2,565+183.8% |
| Participant deferral / active EE | $6,748 | $2,919+131.2% | $3,699+82.4% | $3,952+70.8% |
| Admin fee / account holder | $7,169 | $5,972+20.0% | $5,828+23.0% | $6,260+14.5% |