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 | $98,760 | $65,041+51.8% | $90,951+8.6% | $79,858+23.7% |
| Participation rate | 84.6% | 61.6%+23.0pp | 69.0%+15.6pp | 69.6%+15.0pp |
| Annual return | 22.57% | 30.45%-7.9pp | 134.60%-112.0pp | 31.71%-9.1pp |
| Employer contribution / active EE | $3,781 | $1,247+203.2% | $2,122+78.2% | $2,471+53.0% |
| Participant deferral / active EE | $8,062 | $2,512+220.9% | $3,373+139.0% | $3,740+115.5% |
| Admin fee / account holder | $632 | $4,536-86.1% | $5,959-89.4% | $5,306-88.1% |