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 | $97,086 | $65,409+48.4% | $98,442-1.4% | $85,850+13.1% |
| Participation rate | 96.0% | 65.0%+31.0pp | 73.3%+22.7pp | 69.3%+26.7pp |
| Annual return | 15.79% | 21.76%-6.0pp | 1492.73%-1476.9pp | 318.53%-302.7pp |
| Employer contribution / active EE | $3,492 | $2,168+61.1% | $2,960+18.0% | $2,565+36.1% |
| Participant deferral / active EE | $6,963 | $3,166+119.9% | $4,276+62.8% | $3,952+76.2% |
| Admin fee / account holder | $7,102 | $4,593+54.6% | $5,949+19.4% | $6,260+13.4% |