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 | $95,357 | $58,208+63.8% | $81,812+16.6% | $80,856+17.9% |
| Participation rate | 83.7% | 63.4%+20.3pp | 72.3%+11.4pp | 67.6%+16.1pp |
| Annual return | 13.89% | 41.66%-27.8pp | 773.79%-759.9pp | 35.59%-21.7pp |
| Employer contribution / active EE | $1,926 | $2,340-17.7% | $2,912-33.9% | $2,755-30.1% |
| Participant deferral / active EE | $4,467 | $3,281+36.2% | $4,319+3.4% | $4,296+4.0% |
| Admin fee / account holder | $13,579 | $4,981+172.6% | $7,386+83.8% | $6,918+96.3% |