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 9-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 | $93,211 | $118,450-21.3% | $98,439-5.3% | $139,434-33.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 33.83% | 18.94%+14.9pp | 21.16%+12.7pp | 372.94%-339.1pp |
| Employer contribution / active EE | $5,765 | $3,609+59.7% | $3,048+89.2% | $4,751+21.4% |
| Participant deferral / active EE | $21,663 | $5,392+301.8% | $4,738+357.2% | $6,710+222.8% |
| Admin fee / account holder | $1,630 | $14,026-88.4% | $8,948-81.8% | $11,403-85.7% |