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 | $140,085 | $69,515+101.5% | $86,874+61.3% | $85,850+63.2% |
| Participation rate | 97.2% | 66.3%+30.9pp | 71.6%+25.6pp | 69.3%+27.9pp |
| Annual return | 29.53% | 20.12%+9.4pp | 63.52%-34.0pp | 318.53%-289.0pp |
| Employer contribution / active EE | $4,107 | $1,880+118.4% | $2,495+64.6% | $2,565+60.1% |
| Participant deferral / active EE | $5,344 | $2,919+83.1% | $3,699+44.5% | $3,952+35.2% |
| Admin fee / account holder | $6,269 | $5,972+5.0% | $5,828+7.6% | $6,260+0.2% |