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 | $94,215 | $81,625+15.4% | $58,482+61.1% | $139,434-32.4% |
| Participation rate | 72.7% | 61.3%+11.4pp | 50.9%+21.9pp | 80.3%-7.6pp |
| Annual return | 20.07% | 7404.20%-7384.1pp | 4239.32%-4219.2pp | 372.94%-352.9pp |
| Employer contribution / active EE | $2,941 | $1,398+110.4% | $1,053+179.3% | $4,751-38.1% |
| Participant deferral / active EE | $8,288 | $2,557+224.2% | $1,924+330.8% | $6,710+23.5% |
| Admin fee / account holder | $2,356 | $3,265-27.8% | $2,516-6.3% | $11,403-79.3% |