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 | $77,016 | $58,208+32.3% | $81,812-5.9% | $80,856-4.7% |
| Participation rate | 94.3% | 63.4%+30.9pp | 72.3%+21.9pp | 67.6%+26.6pp |
| Annual return | 17.00% | 41.66%-24.7pp | 773.79%-756.8pp | 35.59%-18.6pp |
| Employer contribution / active EE | $4,737 | $2,340+102.4% | $2,912+62.6% | $2,755+71.9% |
| Participant deferral / active EE | $8,251 | $3,281+151.5% | $4,319+91.1% | $4,296+92.1% |
| Admin fee / account holder | $5,924 | $4,981+18.9% | $7,386-19.8% | $6,918-14.4% |