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 | $83,516 | $65,561+27.4% | $86,188-3.1% | $75,163+11.1% |
| Participation rate | 92.2% | 60.5%+31.7pp | 69.0%+23.2pp | 67.2%+25.0pp |
| Annual return | 22.71% | 46.05%-23.3pp | 1168.45%-1145.7pp | 160.62%-137.9pp |
| Employer contribution / active EE | $3,981 | $1,553+156.4% | $2,380+67.3% | $2,670+49.1% |
| Participant deferral / active EE | $5,688 | $3,024+88.1% | $3,985+42.7% | $4,125+37.9% |
| Admin fee / account holder | $3,536 | $5,474-35.4% | $6,852-48.4% | $5,651-37.4% |