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 | $86,414 | $54,705+58.0% | $71,209+21.4% | $84,808+1.9% |
| Participation rate | 83.6% | 64.1%+19.6pp | 73.8%+9.9pp | 68.3%+15.3pp |
| Annual return | 18.61% | 35.90%-17.3pp | 282.51%-263.9pp | 40.90%-22.3pp |
| Employer contribution / active EE | $3,617 | $2,158+67.6% | $2,721+32.9% | $2,631+37.5% |
| Participant deferral / active EE | $4,090 | $3,030+34.9% | $4,175-2.1% | $4,212-2.9% |
| Admin fee / account holder | $4,232 | $4,863-13.0% | $5,349-20.9% | $7,344-42.4% |