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 | $85,124 | $78,705+8.2% | $117,854-27.8% | $70,131+21.4% |
| Participation rate | 93.3% | 73.2%+20.1pp | 79.7%+13.7pp | 69.5%+23.8pp |
| Annual return | 26.19% | 23.30%+2.9pp | 335.08%-308.9pp | 73.14%-47.0pp |
| Employer contribution / active EE | $3,838 | $2,223+72.6% | $3,786+1.4% | $2,342+63.8% |
| Participant deferral / active EE | $3,732 | $3,297+13.2% | $4,482-16.7% | $3,332+12.0% |
| Admin fee / account holder | $1,394 | $5,065-72.5% | $8,020-82.6% | $4,645-70.0% |