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 9-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 | $90,856 | $48,795+86.2% | $65,493+38.7% | $84,808+7.1% |
| Participation rate | 87.0% | 67.0%+20.0pp | 73.1%+13.9pp | 68.3%+18.6pp |
| Annual return | 12.30% | 20.20%-7.9pp | 982.45%-970.1pp | 40.90%-28.6pp |
| Employer contribution / active EE | $2,836 | $1,930+47.0% | $2,574+10.2% | $2,631+7.8% |
| Participant deferral / active EE | $5,466 | $2,928+86.7% | $3,961+38.0% | $4,212+29.8% |
| Admin fee / account holder | $14,548 | $3,877+275.2% | $5,028+189.3% | $7,344+98.1% |