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 | $113,340 | $85,202+33.0% | $172,739-34.4% | $72,985+55.3% |
| Participation rate | 93.6% | 70.1%+23.6pp | 82.6%+11.0pp | 69.5%+24.1pp |
| Annual return | 25.74% | 27.32%-1.6pp | 802.84%-777.1pp | 81.00%-55.3pp |
| Employer contribution / active EE | $2,908 | $3,324-12.5% | $5,143-43.5% | $2,440+19.2% |
| Participant deferral / active EE | $5,005 | $3,260+53.5% | $5,198-3.7% | $3,607+38.7% |
| Admin fee / account holder | $2,556 | $5,884-56.6% | $13,954-81.7% | $5,124-50.1% |