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 | $83,536 | $48,795+71.2% | $65,493+27.5% | $84,808-1.5% |
| Participation rate | 98.7% | 67.0%+31.7pp | 73.1%+25.6pp | 68.3%+30.4pp |
| Annual return | 16.56% | 20.20%-3.6pp | 982.45%-965.9pp | 40.90%-24.3pp |
| Employer contribution / active EE | $3,213 | $1,930+66.5% | $2,574+24.8% | $2,631+22.1% |
| Participant deferral / active EE | $4,144 | $2,928+41.5% | $3,961+4.6% | $4,212-1.6% |
| Admin fee / account holder | $3,622 | $3,877-6.6% | $5,028-28.0% | $7,344-50.7% |