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 | $83,408 | $54,705+52.5% | $71,209+17.1% | $84,808-1.7% |
| Participation rate | 98.6% | 64.1%+34.6pp | 73.8%+24.9pp | 68.3%+30.3pp |
| Annual return | 14.22% | 35.90%-21.7pp | 282.51%-268.3pp | 40.90%-26.7pp |
| Employer contribution / active EE | $3,642 | $2,158+68.8% | $2,721+33.9% | $2,631+38.4% |
| Participant deferral / active EE | $5,766 | $3,030+90.3% | $4,175+38.1% | $4,212+36.9% |
| Admin fee / account holder | $3,460 | $4,863-28.9% | $5,349-35.3% | $7,344-52.9% |