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 | $93,685 | $48,795+92.0% | $65,493+43.0% | $84,808+10.5% |
| Participation rate | 91.4% | 67.0%+24.4pp | 73.1%+18.3pp | 68.3%+23.1pp |
| Annual return | 13.95% | 20.20%-6.3pp | 982.45%-968.5pp | 40.90%-26.9pp |
| Employer contribution / active EE | $1,149 | $1,930-40.4% | $2,574-55.4% | $2,631-56.3% |
| Participant deferral / active EE | $3,990 | $2,928+36.2% | $3,961+0.7% | $4,212-5.3% |
| Admin fee / account holder | $16,509 | $3,877+325.8% | $5,028+228.3% | $7,344+124.8% |