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 | $97,493 | $48,230+102.1% | $67,502+44.4% | $80,856+20.6% |
| Participation rate | 96.3% | 66.4%+29.9pp | 72.9%+23.4pp | 67.6%+28.7pp |
| Annual return | 12.47% | 18.28%-5.8pp | 3512.12%-3499.7pp | 35.59%-23.1pp |
| Employer contribution / active EE | $9,416 | $2,020+366.2% | $2,731+244.8% | $2,755+241.8% |
| Participant deferral / active EE | $9,449 | $2,924+223.2% | $4,000+136.2% | $4,296+120.0% |
| Admin fee / account holder | $5,110 | $3,681+38.8% | $3,998+27.8% | $6,918-26.1% |