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 | $91,449 | $63,346+44.4% | $92,233-0.9% | $70,131+30.4% |
| Participation rate | 89.1% | 68.7%+20.4pp | 76.5%+12.6pp | 69.5%+19.5pp |
| Annual return | 12.52% | 530.12%-517.6pp | 176.28%-163.8pp | 73.14%-60.6pp |
| Employer contribution / active EE | $13,636 | $2,471+451.8% | $3,679+270.6% | $2,342+482.1% |
| Participant deferral / active EE | $1,980 | $2,854-30.6% | $3,897-49.2% | $3,332-40.6% |
| Admin fee / account holder | $3,165 | $3,840-17.6% | $5,194-39.1% | $4,645-31.9% |