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 | $97,846 | $65,409+49.6% | $98,442-0.6% | $85,850+14.0% |
| Participation rate | 80.0% | 65.0%+15.0pp | 73.3%+6.7pp | 69.3%+10.7pp |
| Annual return | 14.36% | 21.76%-7.4pp | 1492.73%-1478.4pp | 318.53%-304.2pp |
| Employer contribution / active EE | $3,036 | $2,168+40.1% | $2,960+2.6% | $2,565+18.4% |
| Participant deferral / active EE | $4,195 | $3,166+32.5% | $4,276-1.9% | $3,952+6.2% |
| Admin fee / account holder | $1,316 | $4,593-71.3% | $5,949-77.9% | $6,260-79.0% |