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 | $94,033 | $53,127+77.0% | $86,590+8.6% | $70,131+34.1% |
| Participation rate | 76.5% | 65.3%+11.2pp | 73.5%+2.9pp | 69.5%+6.9pp |
| Annual return | 19.72% | 27.66%-7.9pp | 964.84%-945.1pp | 73.14%-53.4pp |
| Employer contribution / active EE | $2,087 | $2,068+0.9% | $2,839-26.5% | $2,342-10.9% |
| Participant deferral / active EE | $4,021 | $2,696+49.2% | $3,609+11.4% | $3,332+20.7% |
| Admin fee / account holder | $5,016 | $3,585+39.9% | $4,906+2.2% | $4,645+8.0% |