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 | $94,342 | $53,516+76.3% | $126,539-25.4% | $84,808+11.2% |
| Participation rate | 87.1% | 58.2%+28.8pp | 69.8%+17.3pp | 68.3%+18.8pp |
| Annual return | 17.93% | 58.34%-40.4pp | 425.95%-408.0pp | 40.90%-23.0pp |
| Employer contribution / active EE | $2,749 | $1,535+79.1% | $3,674-25.2% | $2,631+4.5% |
| Participant deferral / active EE | $5,243 | $2,671+96.3% | $4,083+28.4% | $4,212+24.5% |
| Admin fee / account holder | $2,851 | $4,497-36.6% | $6,065-53.0% | $7,344-61.2% |