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 | $93,016 | $81,208+14.5% | $98,907-6.0% | $79,858+16.5% |
| Participation rate | 97.8% | 72.5%+25.3pp | 76.0%+21.8pp | 69.6%+28.1pp |
| Annual return | 18.04% | 60.99%-43.0pp | 196.43%-178.4pp | 31.71%-13.7pp |
| Employer contribution / active EE | $4,446 | $1,960+126.9% | $2,689+65.3% | $2,471+79.9% |
| Participant deferral / active EE | $6,109 | $3,265+87.1% | $4,244+43.9% | $3,740+63.3% |
| Admin fee / account holder | $24,982 | $6,013+315.5% | $6,642+276.2% | $5,306+370.8% |