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 | $80,740 | $48,230+67.4% | $67,502+19.6% | $80,856-0.1% |
| Participation rate | 96.3% | 66.4%+29.9pp | 72.9%+23.4pp | 67.6%+28.7pp |
| Annual return | 11.67% | 18.28%-6.6pp | 3512.12%-3500.5pp | 35.59%-23.9pp |
| Employer contribution / active EE | $3,367 | $2,020+66.7% | $2,731+23.3% | $2,755+22.2% |
| Participant deferral / active EE | $5,672 | $2,924+94.0% | $4,000+41.8% | $4,296+32.0% |
| Admin fee / account holder | $14,199 | $3,681+285.7% | $3,998+255.2% | $6,918+105.2% |