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 4-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 | $87,245 | $49,922+74.8% | $80,569+8.3% | $75,163+16.1% |
| Participation rate | 96.8% | 55.3%+41.5pp | 67.0%+29.8pp | 67.2%+29.6pp |
| Annual return | 15.70% | 34.69%-19.0pp | 935.43%-919.7pp | 160.62%-144.9pp |
| Employer contribution / active EE | $5,157 | $1,698+203.7% | $2,723+89.4% | $2,670+93.2% |
| Participant deferral / active EE | $10,259 | $2,990+243.1% | $4,447+130.7% | $4,125+148.7% |
| Admin fee / account holder | $11,181 | $3,577+212.6% | $5,377+107.9% | $5,651+97.9% |