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 | $97,080 | $52,953+83.3% | $172,739-43.8% | $65,185+48.9% |
| Participation rate | 92.2% | 66.2%+26.0pp | 82.6%+9.6pp | 70.2%+22.0pp |
| Annual return | 19.75% | 30.12%-10.4pp | 802.84%-783.1pp | 29.38%-9.6pp |
| Employer contribution / active EE | $2,689 | $2,190+22.8% | $5,143-47.7% | $2,177+23.6% |
| Participant deferral / active EE | $5,695 | $2,471+130.5% | $5,198+9.6% | $3,514+62.1% |
| Admin fee / account holder | $2,348 | $472+397.5% | $13,954-83.2% | $847+177.1% |