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 3-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 | $90,069 | $78,926+14.1% | $136,749-34.1% | $84,808+6.2% |
| Participation rate | 86.7% | 62.2%+24.5pp | 72.1%+14.5pp | 68.3%+18.4pp |
| Annual return | 95.98% | 18.17%+77.8pp | 24.33%+71.7pp | 40.90%+55.1pp |
| Employer contribution / active EE | $2,137 | $2,134+0.1% | $3,400-37.1% | $2,631-18.8% |
| Participant deferral / active EE | $3,037 | $3,168-4.1% | $4,692-35.3% | $4,212-27.9% |
| Admin fee / account holder | $6,300 | $6,369-1.1% | $11,386-44.7% | $7,344-14.2% |