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 | $90,550 | $53,516+69.2% | $126,539-28.4% | $84,808+6.8% |
| Participation rate | 93.8% | 58.2%+35.5pp | 69.8%+23.9pp | 68.3%+25.4pp |
| Annual return | 19.25% | 58.34%-39.1pp | 425.95%-406.7pp | 40.90%-21.6pp |
| Employer contribution / active EE | $7,231 | $1,535+371.2% | $3,674+96.8% | $2,631+174.9% |
| Participant deferral / active EE | $0 | $2,671-100.0% | $4,083-100.0% | $4,212-100.0% |
| Admin fee / account holder | $4,317 | $4,497-4.0% | $6,065-28.8% | $7,344-41.2% |