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 | $93,943 | $63,346+48.3% | $92,233+1.9% | $70,131+34.0% |
| Participation rate | 98.3% | 68.7%+29.6pp | 76.5%+21.8pp | 69.5%+28.8pp |
| Annual return | 19.64% | 530.12%-510.5pp | 176.28%-156.6pp | 73.14%-53.5pp |
| Employer contribution / active EE | $6,475 | $2,471+162.0% | $3,679+76.0% | $2,342+176.4% |
| Participant deferral / active EE | $5,402 | $2,854+89.3% | $3,897+38.6% | $3,332+62.1% |
| Admin fee / account holder | $986 | $3,840-74.3% | $5,194-81.0% | $4,645-78.8% |