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 | $90,832 | $77,899+16.6% | $149,673-39.3% | $75,163+20.8% |
| Participation rate | 87.1% | 65.6%+21.5pp | 78.8%+8.3pp | 67.2%+19.9pp |
| Annual return | 17.55% | 31.72%-14.2pp | 134.42%-116.9pp | 160.62%-143.1pp |
| Employer contribution / active EE | $3,637 | $3,137+15.9% | $4,818-24.5% | $2,670+36.2% |
| Participant deferral / active EE | $6,400 | $3,411+87.6% | $5,680+12.7% | $4,125+55.1% |
| Admin fee / account holder | $498 | $5,956-91.6% | $13,210-96.2% | $5,651-91.2% |