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 | $94,715 | $70,669+34.0% | $169,368-44.1% | $75,163+26.0% |
| Participation rate | 83.3% | 64.8%+18.5pp | 77.1%+6.2pp | 67.2%+16.1pp |
| Annual return | 19.35% | 36.36%-17.0pp | 405.60%-386.3pp | 160.62%-141.3pp |
| Employer contribution / active EE | $4,383 | $2,211+98.3% | $4,013+9.2% | $2,670+64.2% |
| Participant deferral / active EE | $9,215 | $4,311+113.8% | $6,221+48.1% | $4,125+123.4% |
| Admin fee / account holder | $12,300 | $5,402+127.7% | $9,003+36.6% | $5,651+117.7% |