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 | $102,028 | $63,346+61.1% | $92,233+10.6% | $70,131+45.5% |
| Participation rate | 96.2% | 68.7%+27.5pp | 76.5%+19.7pp | 69.5%+26.7pp |
| Annual return | 19.35% | 530.12%-510.8pp | 176.28%-156.9pp | 73.14%-53.8pp |
| Employer contribution / active EE | $2,635 | $2,471+6.6% | $3,679-28.4% | $2,342+12.5% |
| Participant deferral / active EE | $2,182 | $2,854-23.5% | $3,897-44.0% | $3,332-34.5% |
| Admin fee / account holder | $4,592 | $3,840+19.6% | $5,194-11.6% | $4,645-1.1% |