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 | $99,739 | $77,419+28.8% | $69,455+43.6% | $152,861-34.8% |
| Participation rate | 92.3% | 78.1%+14.2pp | 74.6%+17.7pp | 82.4%+9.9pp |
| Annual return | 24.38% | 39.06%-14.7pp | 28.97%-4.6pp | 345.32%-320.9pp |
| Employer contribution / active EE | $6,940 | $3,315+109.3% | $2,779+149.7% | $4,762+45.7% |
| Participant deferral / active EE | $4,380 | $4,414-0.8% | $3,535+23.9% | $5,850-25.1% |
| Admin fee / account holder | $1,169 | $6,207-81.2% | $3,839-69.5% | $11,596-89.9% |