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 | $88,830 | $81,248+9.3% | $155,509-42.9% | $80,856+9.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 24.40% | 33.31%-8.9pp | 64.67%-40.3pp | 35.59%-11.2pp |
| Employer contribution / active EE | $6,647 | $3,100+114.4% | $4,672+42.3% | $2,755+141.3% |
| Participant deferral / active EE | $9,558 | $3,452+176.9% | $5,626+69.9% | $4,296+122.5% |
| Admin fee / account holder | $8,973 | $7,997+12.2% | $15,912-43.6% | $6,918+29.7% |