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 | $92,231 | $69,515+32.7% | $86,874+6.2% | $85,850+7.4% |
| Participation rate | 92.6% | 66.3%+26.3pp | 71.6%+21.0pp | 69.3%+23.3pp |
| Annual return | 31.41% | 20.12%+11.3pp | 63.52%-32.1pp | 318.53%-287.1pp |
| Employer contribution / active EE | $1,629 | $1,880-13.4% | $2,495-34.7% | $2,565-36.5% |
| Participant deferral / active EE | $4,277 | $2,919+46.5% | $3,699+15.6% | $3,952+8.2% |
| Admin fee / account holder | $7,355 | $5,972+23.2% | $5,828+26.2% | $6,260+17.5% |