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 | $82,606 | $54,705+51.0% | $71,209+16.0% | $84,808-2.6% |
| Participation rate | 92.0% | 64.1%+27.9pp | 73.8%+18.2pp | 68.3%+23.7pp |
| Annual return | 16.32% | 35.90%-19.6pp | 282.51%-266.2pp | 40.90%-24.6pp |
| Employer contribution / active EE | $7,443 | $2,158+244.9% | $2,721+173.6% | $2,631+182.9% |
| Participant deferral / active EE | $8,188 | $3,030+170.2% | $4,175+96.1% | $4,212+94.4% |
| Admin fee / account holder | $1,985 | $4,863-59.2% | $5,349-62.9% | $7,344-73.0% |