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 | $115,850 | $48,795+137.4% | $65,493+76.9% | $84,808+36.6% |
| Participation rate | 89.4% | 67.0%+22.4pp | 73.1%+16.3pp | 68.3%+21.1pp |
| Annual return | 11.91% | 20.20%-8.3pp | 982.45%-970.5pp | 40.90%-29.0pp |
| Employer contribution / active EE | $5,412 | $1,930+180.5% | $2,574+110.3% | $2,631+105.7% |
| Participant deferral / active EE | $5,602 | $2,928+91.3% | $3,961+41.4% | $4,212+33.0% |
| Admin fee / account holder | $2,517 | $3,877-35.1% | $5,028-49.9% | $7,344-65.7% |