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 | $84,985 | $48,795+74.2% | $65,493+29.8% | $84,808+0.2% |
| Participation rate | 86.5% | 67.0%+19.5pp | 73.1%+13.4pp | 68.3%+18.2pp |
| Annual return | 12.18% | 20.20%-8.0pp | 982.45%-970.3pp | 40.90%-28.7pp |
| Employer contribution / active EE | $14,898 | $1,930+672.0% | $2,574+478.7% | $2,631+466.2% |
| Participant deferral / active EE | $4,762 | $2,928+62.6% | $3,961+20.2% | $4,212+13.1% |
| Admin fee / account holder | $5,867 | $3,877+51.3% | $5,028+16.7% | $7,344-20.1% |