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 | $98,724 | $86,286+14.4% | $111,297-11.3% | $85,850+15.0% |
| Participation rate | 98.0% | 73.3%+24.7pp | 77.3%+20.7pp | 69.3%+28.7pp |
| Annual return | 28.27% | 19.99%+8.3pp | 54.65%-26.4pp | 318.53%-290.3pp |
| Employer contribution / active EE | $5,057 | $2,043+147.5% | $2,731+85.2% | $2,565+97.1% |
| Participant deferral / active EE | $6,479 | $3,641+78.0% | $4,487+44.4% | $3,952+63.9% |
| Admin fee / account holder | $3,001 | $8,188-63.4% | $7,964-62.3% | $6,260-52.1% |