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 | $81,562 | $63,346+28.8% | $92,233-11.6% | $70,131+16.3% |
| Participation rate | 95.0% | 68.7%+26.3pp | 76.5%+18.5pp | 69.5%+25.5pp |
| Annual return | 19.92% | 530.12%-510.2pp | 176.28%-156.4pp | 73.14%-53.2pp |
| Employer contribution / active EE | $2,544 | $2,471+3.0% | $3,679-30.9% | $2,342+8.6% |
| Participant deferral / active EE | $1,532 | $2,854-46.3% | $3,897-60.7% | $3,332-54.0% |
| Admin fee / account holder | $6,314 | $3,840+64.4% | $5,194+21.6% | $4,645+35.9% |