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 | $96,034 | $48,795+96.8% | $65,493+46.6% | $84,808+13.2% |
| Participation rate | 94.1% | 67.0%+27.1pp | 73.1%+21.0pp | 68.3%+25.8pp |
| Annual return | 15.33% | 20.20%-4.9pp | 982.45%-967.1pp | 40.90%-25.6pp |
| Employer contribution / active EE | $3,289 | $1,930+70.4% | $2,574+27.8% | $2,631+25.0% |
| Participant deferral / active EE | $3,249 | $2,928+11.0% | $3,961-18.0% | $4,212-22.9% |
| Admin fee / account holder | $6,310 | $3,877+62.7% | $5,028+25.5% | $7,344-14.1% |