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 5-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 | $91,994 | $58,208+58.0% | $81,812+12.4% | $80,856+13.8% |
| Participation rate | 91.8% | 63.4%+28.4pp | 72.3%+19.5pp | 67.6%+24.2pp |
| Annual return | 11.52% | 41.66%-30.1pp | 773.79%-762.3pp | 35.59%-24.1pp |
| Employer contribution / active EE | $4,159 | $2,340+77.7% | $2,912+42.8% | $2,755+51.0% |
| Participant deferral / active EE | $4,379 | $3,281+33.5% | $4,319+1.4% | $4,296+1.9% |
| Admin fee / account holder | $8,121 | $4,981+63.0% | $7,386+9.9% | $6,918+17.4% |