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 | $97,532 | $48,795+99.9% | $65,493+48.9% | $84,808+15.0% |
| Participation rate | 96.8% | 67.0%+29.8pp | 73.1%+23.7pp | 68.3%+28.5pp |
| Annual return | 13.96% | 20.20%-6.2pp | 982.45%-968.5pp | 40.90%-26.9pp |
| Employer contribution / active EE | $3,211 | $1,930+66.4% | $2,574+24.7% | $2,631+22.0% |
| Participant deferral / active EE | $8,207 | $2,928+180.3% | $3,961+107.2% | $4,212+94.9% |
| Admin fee / account holder | $19,045 | $3,877+391.2% | $5,028+278.8% | $7,344+159.3% |