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 | $90,853 | $78,422+15.9% | $95,952-5.3% | $79,858+13.8% |
| Participation rate | 97.0% | 73.5%+23.5pp | 77.1%+19.9pp | 69.6%+27.3pp |
| Annual return | 10.30% | 19.37%-9.1pp | 91.61%-81.3pp | 31.71%-21.4pp |
| Employer contribution / active EE | $7,562 | $1,945+288.8% | $2,541+197.6% | $2,471+206.0% |
| Participant deferral / active EE | $5,186 | $3,440+50.8% | $4,167+24.5% | $3,740+38.7% |
| Admin fee / account holder | $16,149 | $5,622+187.2% | $6,795+137.6% | $5,306+204.3% |