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 | $89,973 | $77,419+16.2% | $69,455+29.5% | $152,861-41.1% |
| Participation rate | 86.7% | 78.1%+8.6pp | 74.6%+12.1pp | 82.4%+4.2pp |
| Annual return | 53.99% | 39.06%+14.9pp | 28.97%+25.0pp | 345.32%-291.3pp |
| Employer contribution / active EE | $4,176 | $3,315+26.0% | $2,779+50.3% | $4,762-12.3% |
| Participant deferral / active EE | $3,770 | $4,414-14.6% | $3,535+6.6% | $5,850-35.6% |
| Admin fee / account holder | $7,396 | $6,207+19.2% | $3,839+92.6% | $11,596-36.2% |