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 | $103,726 | $63,346+63.7% | $92,233+12.5% | $70,131+47.9% |
| Participation rate | 92.6% | 68.7%+23.9pp | 76.5%+16.1pp | 69.5%+23.1pp |
| Annual return | 13.38% | 530.12%-516.7pp | 176.28%-162.9pp | 73.14%-59.8pp |
| Employer contribution / active EE | $2,747 | $2,471+11.2% | $3,679-25.3% | $2,342+17.3% |
| Participant deferral / active EE | $3,867 | $2,854+35.5% | $3,897-0.8% | $3,332+16.1% |
| Admin fee / account holder | $15,646 | $3,840+307.4% | $5,194+201.2% | $4,645+236.8% |