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 | $85,689 | $48,230+77.7% | $67,502+26.9% | $80,856+6.0% |
| Participation rate | 96.6% | 66.4%+30.2pp | 72.9%+23.7pp | 67.6%+28.9pp |
| Annual return | 15.07% | 18.28%-3.2pp | 3512.12%-3497.1pp | 35.59%-20.5pp |
| Employer contribution / active EE | $5,390 | $2,020+166.9% | $2,731+97.4% | $2,755+95.7% |
| Participant deferral / active EE | $5,276 | $2,924+80.5% | $4,000+31.9% | $4,296+22.8% |
| Admin fee / account holder | $2,640 | $3,681-28.3% | $3,998-34.0% | $6,918-61.8% |