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 7-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 | $91,034 | $74,888+21.6% | $71,209+27.8% | $142,382-36.1% |
| Participation rate | 91.7% | 76.2%+15.4pp | 73.8%+17.9pp | 80.1%+11.5pp |
| Annual return | 15.50% | 345.14%-329.6pp | 282.51%-267.0pp | 217.08%-201.6pp |
| Employer contribution / active EE | $5,136 | $2,854+79.9% | $2,721+88.8% | $4,299+19.5% |
| Participant deferral / active EE | $11,182 | $4,454+151.0% | $4,175+167.8% | $6,507+71.8% |
| Admin fee / account holder | $6,087 | $5,568+9.3% | $5,349+13.8% | $12,624-51.8% |