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 | $104,295 | $48,795+113.7% | $65,493+59.2% | $84,808+23.0% |
| Participation rate | 97.6% | 67.0%+30.6pp | 73.1%+24.5pp | 68.3%+29.3pp |
| Annual return | 13.25% | 20.20%-7.0pp | 982.45%-969.2pp | 40.90%-27.6pp |
| Employer contribution / active EE | $2,788 | $1,930+44.5% | $2,574+8.3% | $2,631+6.0% |
| Participant deferral / active EE | $3,989 | $2,928+36.2% | $3,961+0.7% | $4,212-5.3% |
| Admin fee / account holder | $5,199 | $3,877+34.1% | $5,028+3.4% | $7,344-29.2% |