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 | $101,022 | $78,705+28.4% | $117,854-14.3% | $70,131+44.0% |
| Participation rate | 96.9% | 73.2%+23.7pp | 79.7%+17.2pp | 69.5%+27.3pp |
| Annual return | 19.86% | 23.30%-3.4pp | 335.08%-315.2pp | 73.14%-53.3pp |
| Employer contribution / active EE | $8,938 | $2,223+302.0% | $3,786+136.1% | $2,342+281.6% |
| Participant deferral / active EE | $3,304 | $3,297+0.2% | $4,482-26.3% | $3,332-0.8% |
| Admin fee / account holder | $666 | $5,065-86.8% | $8,020-91.7% | $4,645-85.7% |