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 9-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 | $97,872 | $58,694+66.7% | $142,863-31.5% | $85,850+14.0% |
| Participation rate | 90.9% | 58.5%+32.4pp | 71.9%+19.0pp | 69.3%+21.6pp |
| Annual return | 15.10% | 27.72%-12.6pp | 5637.54%-5622.4pp | 318.53%-303.4pp |
| Employer contribution / active EE | $3,644 | $1,423+156.1% | $4,144-12.1% | $2,565+42.1% |
| Participant deferral / active EE | $3,709 | $2,607+42.2% | $3,837-3.3% | $3,952-6.2% |
| Admin fee / account holder | $745 | $4,239-82.4% | $6,560-88.6% | $6,260-88.1% |