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 | $87,645 | $58,208+50.6% | $81,812+7.1% | $80,856+8.4% |
| Participation rate | 95.5% | 63.4%+32.0pp | 72.3%+23.1pp | 67.6%+27.8pp |
| Annual return | 13.79% | 41.66%-27.9pp | 773.79%-760.0pp | 35.59%-21.8pp |
| Employer contribution / active EE | $3,344 | $2,340+42.9% | $2,912+14.8% | $2,755+21.4% |
| Participant deferral / active EE | $6,283 | $3,281+91.5% | $4,319+45.5% | $4,296+46.3% |
| Admin fee / account holder | $5,266 | $4,981+5.7% | $7,386-28.7% | $6,918-23.9% |