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 | $95,081 | $91,552+3.9% | $133,956-29.0% | $79,858+19.1% |
| Participation rate | 93.4% | 73.3%+20.1pp | 79.8%+13.6pp | 69.6%+23.8pp |
| Annual return | 19.51% | 61.85%-42.3pp | 45.09%-25.6pp | 31.71%-12.2pp |
| Employer contribution / active EE | $7,936 | $2,384+232.9% | $3,919+102.5% | $2,471+221.2% |
| Participant deferral / active EE | $3,470 | $3,733-7.0% | $5,048-31.2% | $3,740-7.2% |
| Admin fee / account holder | $1,889 | $6,321-70.1% | $8,927-78.8% | $5,306-64.4% |