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 | $78,576 | $54,705+43.6% | $71,209+10.3% | $84,808-7.3% |
| Participation rate | 96.0% | 64.1%+31.9pp | 73.8%+22.2pp | 68.3%+27.7pp |
| Annual return | 13.64% | 35.90%-22.3pp | 282.51%-268.9pp | 40.90%-27.3pp |
| Employer contribution / active EE | $3,513 | $2,158+62.8% | $2,721+29.1% | $2,631+33.5% |
| Participant deferral / active EE | $9,261 | $3,030+205.6% | $4,175+121.8% | $4,212+119.9% |
| Admin fee / account holder | $6,539 | $4,863+34.4% | $5,349+22.2% | $7,344-11.0% |