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 | $83,802 | $63,346+32.3% | $92,233-9.1% | $70,131+19.5% |
| Participation rate | 80.5% | 68.7%+11.8pp | 76.5%+4.0pp | 69.5%+10.9pp |
| Annual return | 20.74% | 530.12%-509.4pp | 176.28%-155.5pp | 73.14%-52.4pp |
| Employer contribution / active EE | $928 | $2,471-62.4% | $3,679-74.8% | $2,342-60.4% |
| Participant deferral / active EE | $2,834 | $2,854-0.7% | $3,897-27.3% | $3,332-14.9% |
| Admin fee / account holder | $8,449 | $3,840+120.0% | $5,194+62.7% | $4,645+81.9% |