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 | $98,149 | $54,705+79.4% | $71,209+37.8% | $84,808+15.7% |
| Participation rate | 83.3% | 64.1%+19.3pp | 73.8%+9.6pp | 68.3%+15.0pp |
| Annual return | 20.83% | 35.90%-15.1pp | 282.51%-261.7pp | 40.90%-20.1pp |
| Employer contribution / active EE | $1,845 | $2,158-14.5% | $2,721-32.2% | $2,631-29.9% |
| Participant deferral / active EE | $8,208 | $3,030+170.8% | $4,175+96.6% | $4,212+94.9% |
| Admin fee / account holder | $10,716 | $4,863+120.3% | $5,349+100.4% | $7,344+45.9% |