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 | $93,982 | $81,208+15.7% | $98,907-5.0% | $79,858+17.7% |
| Participation rate | 95.1% | 72.5%+22.6pp | 76.0%+19.0pp | 69.6%+25.4pp |
| Annual return | 18.44% | 60.99%-42.6pp | 196.43%-178.0pp | 31.71%-13.3pp |
| Employer contribution / active EE | $4,829 | $1,960+146.4% | $2,689+79.6% | $2,471+95.4% |
| Participant deferral / active EE | $6,477 | $3,265+98.4% | $4,244+52.6% | $3,740+73.2% |
| Admin fee / account holder | $1,867 | $6,013-68.9% | $6,642-71.9% | $5,306-64.8% |