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 | $92,590 | $89,355+3.6% | $141,162-34.4% | $72,985+26.9% |
| Participation rate | 93.9% | 75.1%+18.8pp | 82.5%+11.4pp | 69.5%+24.4pp |
| Annual return | 23.86% | 111.85%-88.0pp | 71.39%-47.5pp | 81.00%-57.1pp |
| Employer contribution / active EE | $5,840 | $3,114+87.5% | $4,735+23.3% | $2,440+139.4% |
| Participant deferral / active EE | $8,173 | $5,418+50.9% | $6,709+21.8% | $3,607+126.6% |
| Admin fee / account holder | $969 | $5,958-83.7% | $10,261-90.6% | $5,124-81.1% |