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 | $84,895 | $48,230+76.0% | $67,502+25.8% | $80,856+5.0% |
| Participation rate | 92.2% | 66.4%+25.8pp | 72.9%+19.3pp | 67.6%+24.5pp |
| Annual return | 20.12% | 18.28%+1.8pp | 3512.12%-3492.0pp | 35.59%-15.5pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $6,133 | $2,924+109.8% | $4,000+53.3% | $4,296+42.8% |
| Admin fee / account holder | $4,249 | $3,681+15.4% | $3,998+6.3% | $6,918-38.6% |