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 | $105,379 | $65,561+60.7% | $86,188+22.3% | $75,163+40.2% |
| Participation rate | 90.1% | 60.5%+29.7pp | 69.0%+21.2pp | 67.2%+22.9pp |
| Annual return | 16.05% | 46.05%-30.0pp | 1168.45%-1152.4pp | 160.62%-144.6pp |
| Employer contribution / active EE | $3,789 | $1,553+144.0% | $2,380+59.2% | $2,670+41.9% |
| Participant deferral / active EE | $5,169 | $3,024+70.9% | $3,985+29.7% | $4,125+25.3% |
| Admin fee / account holder | $2,948 | $5,474-46.1% | $6,852-57.0% | $5,651-47.8% |