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 | $92,192 | $54,705+68.5% | $71,209+29.5% | $84,808+8.7% |
| Participation rate | 80.8% | 64.1%+16.7pp | 73.8%+7.0pp | 68.3%+12.5pp |
| Annual return | 15.34% | 35.90%-20.6pp | 282.51%-267.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $3,444 | $2,158+59.6% | $2,721+26.6% | $2,631+30.9% |
| Participant deferral / active EE | $9,964 | $3,030+228.8% | $4,175+138.7% | $4,212+136.6% |
| Admin fee / account holder | $5,496 | $4,863+13.0% | $5,349+2.8% | $7,344-25.2% |