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 | $94,225 | $65,561+43.7% | $86,188+9.3% | $75,163+25.4% |
| Participation rate | 98.5% | 60.5%+38.0pp | 69.0%+29.5pp | 67.2%+31.3pp |
| Annual return | 14.11% | 46.05%-31.9pp | 1168.45%-1154.3pp | 160.62%-146.5pp |
| Employer contribution / active EE | $4,649 | $1,553+199.4% | $2,380+95.3% | $2,670+74.1% |
| Participant deferral / active EE | $10,432 | $3,024+245.0% | $3,985+161.8% | $4,125+152.9% |
| Admin fee / account holder | $3,919 | $5,474-28.4% | $6,852-42.8% | $5,651-30.6% |