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 | $119,337 | $74,888+59.4% | $71,209+67.6% | $142,382-16.2% |
| Participation rate | 95.0% | 76.2%+18.8pp | 73.8%+21.2pp | 80.1%+14.9pp |
| Annual return | 13.45% | 345.14%-331.7pp | 282.51%-269.1pp | 217.08%-203.6pp |
| Employer contribution / active EE | $7,357 | $2,854+157.7% | $2,721+170.4% | $4,299+71.1% |
| Participant deferral / active EE | $5,706 | $4,454+28.1% | $4,175+36.7% | $6,507-12.3% |
| Admin fee / account holder | $3,772 | $5,568-32.3% | $5,349-29.5% | $12,624-70.1% |