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 | $80,343 | $63,346+26.8% | $92,233-12.9% | $70,131+14.6% |
| Participation rate | 87.8% | 68.7%+19.1pp | 76.5%+11.3pp | 69.5%+18.3pp |
| Annual return | 16.85% | 530.12%-513.3pp | 176.28%-159.4pp | 73.14%-56.3pp |
| Employer contribution / active EE | $4,994 | $2,471+102.1% | $3,679+35.7% | $2,342+113.2% |
| Participant deferral / active EE | $4,543 | $2,854+59.2% | $3,897+16.6% | $3,332+36.4% |
| Admin fee / account holder | $3,758 | $3,840-2.1% | $5,194-27.6% | $4,645-19.1% |