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 | $100,242 | $56,199+78.4% | $67,652+48.2% | $59,632+68.1% |
| Participation rate | 94.8% | 71.5%+23.3pp | 75.7%+19.1pp | 68.7%+26.1pp |
| Annual return | 0.26% | 18505.31%-18505.1pp | 6625.04%-6624.8pp | 2041.28%-2041.0pp |
| Employer contribution / active EE | $2,305 | $1,614+42.8% | $2,266+1.8% | $2,203+4.7% |
| Participant deferral / active EE | $6,349 | $2,844+123.3% | $3,560+78.4% | $3,192+98.9% |
| Admin fee / account holder | $5,469 | $3,958+38.2% | $4,821+13.4% | $4,297+27.3% |