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 9-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 | $102,179 | $58,927+73.4% | $76,817+33.0% | $72,985+40.0% |
| Participation rate | 90.0% | 67.3%+22.7pp | 72.1%+17.9pp | 69.5%+20.5pp |
| Annual return | 20.44% | 2305.64%-2285.2pp | 1166.11%-1145.7pp | 81.00%-60.6pp |
| Employer contribution / active EE | $890 | $1,787-50.2% | $2,302-61.3% | $2,440-63.5% |
| Participant deferral / active EE | $3,889 | $2,690+44.6% | $3,336+16.6% | $3,607+7.8% |
| Admin fee / account holder | $4,543 | $4,013+13.2% | $6,420-29.2% | $5,124-11.3% |