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 | $94,408 | $77,899+21.2% | $149,673-36.9% | $75,163+25.6% |
| Participation rate | 95.7% | 65.6%+30.1pp | 78.8%+16.9pp | 67.2%+28.5pp |
| Annual return | 23.59% | 31.72%-8.1pp | 134.42%-110.8pp | 160.62%-137.0pp |
| Employer contribution / active EE | $3,560 | $3,137+13.5% | $4,818-26.1% | $2,670+33.4% |
| Participant deferral / active EE | $7,421 | $3,411+117.6% | $5,680+30.6% | $4,125+79.9% |
| Admin fee / account holder | $4,013 | $5,956-32.6% | $13,210-69.6% | $5,651-29.0% |