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 | $114,550 | $58,208+96.8% | $81,812+40.0% | $80,856+41.7% |
| Participation rate | 86.5% | 63.4%+23.1pp | 72.3%+14.1pp | 67.6%+18.8pp |
| Annual return | 23.85% | 41.66%-17.8pp | 773.79%-749.9pp | 35.59%-11.7pp |
| Employer contribution / active EE | $9,772 | $2,340+317.6% | $2,912+235.5% | $2,755+254.7% |
| Participant deferral / active EE | $6,969 | $3,281+112.4% | $4,319+61.4% | $4,296+62.2% |
| Admin fee / account holder | $7,663 | $4,981+53.8% | $7,386+3.8% | $6,918+10.8% |