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 | $117,694 | $65,561+79.5% | $86,188+36.6% | $75,163+56.6% |
| Participation rate | 96.7% | 60.5%+36.2pp | 69.0%+27.7pp | 67.2%+29.5pp |
| Annual return | 17.75% | 46.05%-28.3pp | 1168.45%-1150.7pp | 160.62%-142.9pp |
| Employer contribution / active EE | $638 | $1,553-58.9% | $2,380-73.2% | $2,670-76.1% |
| Participant deferral / active EE | $4,348 | $3,024+43.8% | $3,985+9.1% | $4,125+5.4% |
| Admin fee / account holder | $10,017 | $5,474+83.0% | $6,852+46.2% | $5,651+77.3% |