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 | $87,179 | $63,346+37.6% | $92,233-5.5% | $70,131+24.3% |
| Participation rate | 96.3% | 68.7%+27.6pp | 76.5%+19.8pp | 69.5%+26.8pp |
| Annual return | 18.25% | 530.12%-511.9pp | 176.28%-158.0pp | 73.14%-54.9pp |
| Employer contribution / active EE | $4,704 | $2,471+90.4% | $3,679+27.9% | $2,342+100.8% |
| Participant deferral / active EE | $1,569 | $2,854-45.0% | $3,897-59.7% | $3,332-52.9% |
| Admin fee / account holder | $1,816 | $3,840-52.7% | $5,194-65.0% | $4,645-60.9% |