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 5-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 | $92,501 | $48,230+91.8% | $67,502+37.0% | $80,856+14.4% |
| Participation rate | 91.1% | 66.4%+24.8pp | 72.9%+18.3pp | 67.6%+23.5pp |
| Annual return | 16.57% | 18.28%-1.7pp | 3512.12%-3495.6pp | 35.59%-19.0pp |
| Employer contribution / active EE | $3,806 | $2,020+88.5% | $2,731+39.4% | $2,755+38.2% |
| Participant deferral / active EE | $3,632 | $2,924+24.2% | $4,000-9.2% | $4,296-15.4% |
| Admin fee / account holder | $4,611 | $3,681+25.3% | $3,998+15.4% | $6,918-33.3% |