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 | $97,176 | $78,422+23.9% | $95,952+1.3% | $79,858+21.7% |
| Participation rate | 95.7% | 73.5%+22.3pp | 77.1%+18.7pp | 69.6%+26.1pp |
| Annual return | 19.50% | 19.37%+0.1pp | 91.61%-72.1pp | 31.71%-12.2pp |
| Employer contribution / active EE | $3,445 | $1,945+77.1% | $2,541+35.6% | $2,471+39.4% |
| Participant deferral / active EE | $4,517 | $3,440+31.3% | $4,167+8.4% | $3,740+20.8% |
| Admin fee / account holder | $5,219 | $5,622-7.2% | $6,795-23.2% | $5,306-1.6% |