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 7-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 | $99,207 | $58,927+68.4% | $76,817+29.1% | $72,985+35.9% |
| Participation rate | 88.4% | 67.3%+21.0pp | 72.1%+16.3pp | 69.5%+18.9pp |
| Annual return | 25.01% | 2305.64%-2280.6pp | 1166.11%-1141.1pp | 81.00%-56.0pp |
| Employer contribution / active EE | $8,048 | $1,787+350.4% | $2,302+249.6% | $2,440+229.9% |
| Participant deferral / active EE | $7,828 | $2,690+191.0% | $3,336+134.7% | $3,607+117.0% |
| Admin fee / account holder | $7,038 | $4,013+75.4% | $6,420+9.6% | $5,124+37.3% |