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 | $90,520 | $89,753+0.9% | $107,525-15.8% | $84,808+6.7% |
| Participation rate | 93.1% | 68.1%+25.0pp | 75.1%+18.0pp | 68.3%+24.8pp |
| Annual return | 16.76% | 29.48%-12.7pp | 181.32%-164.6pp | 40.90%-24.1pp |
| Employer contribution / active EE | $5,822 | $3,113+87.0% | $3,754+55.1% | $2,631+121.3% |
| Participant deferral / active EE | $3,006 | $4,056-25.9% | $5,116-41.2% | $4,212-28.6% |
| Admin fee / account holder | $1,327 | $7,222-81.6% | $8,919-85.1% | $7,344-81.9% |