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 | $96,266 | $93,571+2.9% | $135,903-29.2% | $75,163+28.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 15.92% | 30.90%-15.0pp | 68.23%-52.3pp | 160.62%-144.7pp |
| Employer contribution / active EE | $6,609 | $3,537+86.9% | $4,856+36.1% | $2,670+147.6% |
| Participant deferral / active EE | $8,207 | $6,404+28.2% | $7,758+5.8% | $4,125+99.0% |
| Admin fee / account holder | $5,905 | $6,975-15.3% | $10,762-45.1% | $5,651+4.5% |