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 | $93,173 | $63,346+47.1% | $92,233+1.0% | $70,131+32.9% |
| Participation rate | 93.7% | 68.7%+25.0pp | 76.5%+17.2pp | 69.5%+24.1pp |
| Annual return | 18.78% | 530.12%-511.3pp | 176.28%-157.5pp | 73.14%-54.4pp |
| Employer contribution / active EE | $3,621 | $2,471+46.5% | $3,679-1.6% | $2,342+54.6% |
| Participant deferral / active EE | $5,278 | $2,854+85.0% | $3,897+35.4% | $3,332+58.4% |
| Admin fee / account holder | $827 | $3,840-78.5% | $5,194-84.1% | $4,645-82.2% |