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 | $92,437 | $78,705+17.4% | $117,854-21.6% | $70,131+31.8% |
| Participation rate | 90.8% | 73.2%+17.6pp | 79.7%+11.1pp | 69.5%+21.2pp |
| Annual return | 16.48% | 23.30%-6.8pp | 335.08%-318.6pp | 73.14%-56.7pp |
| Employer contribution / active EE | $5,214 | $2,223+134.5% | $3,786+37.7% | $2,342+122.6% |
| Participant deferral / active EE | $3,600 | $3,297+9.2% | $4,482-19.7% | $3,332+8.0% |
| Admin fee / account holder | $711 | $5,065-86.0% | $8,020-91.1% | $4,645-84.7% |