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 5-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 | $89,522 | $58,208+53.8% | $81,812+9.4% | $80,856+10.7% |
| Participation rate | 96.3% | 63.4%+32.9pp | 72.3%+24.0pp | 67.6%+28.7pp |
| Annual return | 30.07% | 41.66%-11.6pp | 773.79%-743.7pp | 35.59%-5.5pp |
| Employer contribution / active EE | $5,028 | $2,340+114.9% | $2,912+72.7% | $2,755+82.5% |
| Participant deferral / active EE | $0 | $3,281-100.0% | $4,319-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1,545 | $4,981-69.0% | $7,386-79.1% | $6,918-77.7% |