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 | $86,196 | $63,346+36.1% | $92,233-6.5% | $70,131+22.9% |
| Participation rate | 97.3% | 68.7%+28.6pp | 76.5%+20.8pp | 69.5%+27.8pp |
| Annual return | 27.86% | 530.12%-502.3pp | 176.28%-148.4pp | 73.14%-45.3pp |
| Employer contribution / active EE | $2,861 | $2,471+15.8% | $3,679-22.2% | $2,342+22.1% |
| Participant deferral / active EE | $5,170 | $2,854+81.2% | $3,897+32.7% | $3,332+55.2% |
| Admin fee / account holder | $8,343 | $3,840+117.2% | $5,194+60.6% | $4,645+79.6% |