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 9-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 | $97,674 | $50,666+92.8% | $76,817+27.2% | $65,185+49.8% |
| Participation rate | 79.8% | 68.8%+11.0pp | 72.1%+7.7pp | 70.2%+9.6pp |
| Annual return | 22.37% | 28.51%-6.1pp | 1166.11%-1143.7pp | 29.38%-7.0pp |
| Employer contribution / active EE | $2,395 | $1,575+52.1% | $2,302+4.1% | $2,177+10.1% |
| Participant deferral / active EE | $5,933 | $2,647+124.2% | $3,336+77.9% | $3,514+68.9% |
| Admin fee / account holder | $5,708 | $463+1132.9% | $6,420-11.1% | $847+573.8% |