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 | $87,119 | $48,795+78.5% | $65,493+33.0% | $84,808+2.7% |
| Participation rate | 95.2% | 67.0%+28.3pp | 73.1%+22.1pp | 68.3%+26.9pp |
| Annual return | 16.05% | 20.20%-4.2pp | 982.45%-966.4pp | 40.90%-24.8pp |
| Employer contribution / active EE | $7,166 | $1,930+271.3% | $2,574+178.4% | $2,631+172.4% |
| Participant deferral / active EE | $12,661 | $2,928+332.4% | $3,961+219.6% | $4,212+200.6% |
| Admin fee / account holder | $995 | $3,877-74.3% | $5,028-80.2% | $7,344-86.4% |