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 | $101,234 | $58,927+71.8% | $76,817+31.8% | $72,985+38.7% |
| Participation rate | 74.1% | 67.3%+6.7pp | 72.1%+2.0pp | 69.5%+4.6pp |
| Annual return | 24.44% | 2305.64%-2281.2pp | 1166.11%-1141.7pp | 81.00%-56.6pp |
| Employer contribution / active EE | $964 | $1,787-46.0% | $2,302-58.1% | $2,440-60.5% |
| Participant deferral / active EE | $3,887 | $2,690+44.5% | $3,336+16.5% | $3,607+7.7% |
| Admin fee / account holder | $475 | $4,013-88.2% | $6,420-92.6% | $5,124-90.7% |