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 | $140,877 | $78,672+79.1% | $109,143+29.1% | $85,850+64.1% |
| Participation rate | 88.6% | 68.3%+20.4pp | 75.9%+12.8pp | 69.3%+19.3pp |
| Annual return | 20.78% | 25.09%-4.3pp | 25.75%-5.0pp | 318.53%-297.7pp |
| Employer contribution / active EE | $9,887 | $2,735+261.5% | $3,722+165.7% | $2,565+285.5% |
| Participant deferral / active EE | $7,262 | $3,467+109.4% | $4,653+56.1% | $3,952+83.8% |
| Admin fee / account holder | $7,677 | $5,469+40.4% | $6,752+13.7% | $6,260+22.6% |