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 | $97,194 | $53,127+82.9% | $86,590+12.2% | $70,131+38.6% |
| Participation rate | 98.0% | 65.3%+32.7pp | 73.5%+24.5pp | 69.5%+28.5pp |
| Annual return | 16.77% | 27.66%-10.9pp | 964.84%-948.1pp | 73.14%-56.4pp |
| Employer contribution / active EE | $1,303 | $2,068-37.0% | $2,839-54.1% | $2,342-44.4% |
| Participant deferral / active EE | $6,878 | $2,696+155.1% | $3,609+90.6% | $3,332+106.4% |
| Admin fee / account holder | $2,239 | $3,585-37.5% | $4,906-54.4% | $4,645-51.8% |