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 | $95,432 | $56,629+68.5% | $77,999+22.3% | $55,167+73.0% |
| Participation rate | 90.0% | 73.3%+16.7pp | 75.5%+14.5pp | 69.0%+21.0pp |
| Annual return | 5.94% | 2866.98%-2861.0pp | 425.96%-420.0pp | 169.23%-163.3pp |
| Employer contribution / active EE | $2,234 | $1,723+29.7% | $2,470-9.6% | $1,963+13.8% |
| Participant deferral / active EE | $5,051 | $2,777+81.9% | $3,497+44.5% | $3,054+65.4% |
| Admin fee / account holder | $8,388 | $467+1698.0% | $5,480+53.1% | $504+1564.6% |