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 | $97,585 | $105,181-7.2% | $159,436-38.8% | $85,850+13.7% |
| Participation rate | 96.1% | 75.8%+20.3pp | 82.8%+13.3pp | 69.3%+26.8pp |
| Annual return | 15.27% | 45.07%-29.8pp | 263.57%-248.3pp | 318.53%-303.3pp |
| Employer contribution / active EE | $3,508 | $3,318+5.7% | $4,829-27.4% | $2,565+36.8% |
| Participant deferral / active EE | $9,308 | $5,945+56.6% | $7,352+26.6% | $3,952+135.6% |
| Admin fee / account holder | $12,406 | $6,933+78.9% | $10,799+14.9% | $6,260+98.2% |