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 | $87,043 | $48,795+78.4% | $65,493+32.9% | $84,808+2.6% |
| Participation rate | 88.9% | 67.0%+21.9pp | 73.1%+15.8pp | 68.3%+20.6pp |
| Annual return | 18.04% | 20.20%-2.2pp | 982.45%-964.4pp | 40.90%-22.9pp |
| Employer contribution / active EE | $5,119 | $1,930+165.3% | $2,574+98.9% | $2,631+94.6% |
| Participant deferral / active EE | $8,550 | $2,928+192.0% | $3,961+115.9% | $4,212+103.0% |
| Admin fee / account holder | $3,885 | $3,877+0.2% | $5,028-22.7% | $7,344-47.1% |