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 | $98,594 | $85,202+15.7% | $172,739-42.9% | $72,985+35.1% |
| Participation rate | 97.2% | 70.1%+27.2pp | 82.6%+14.6pp | 69.5%+27.7pp |
| Annual return | 23.37% | 27.32%-4.0pp | 802.84%-779.5pp | 81.00%-57.6pp |
| Employer contribution / active EE | $7,113 | $3,324+114.0% | $5,143+38.3% | $2,440+191.5% |
| Participant deferral / active EE | $10,485 | $3,260+221.6% | $5,198+101.7% | $3,607+190.7% |
| Admin fee / account holder | $13,462 | $5,884+128.8% | $13,954-3.5% | $5,124+162.7% |