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 | $114,389 | $63,346+80.6% | $92,233+24.0% | $70,131+63.1% |
| Participation rate | 81.6% | 68.7%+13.0pp | 76.5%+5.2pp | 69.5%+12.1pp |
| Annual return | 13.82% | 530.12%-516.3pp | 176.28%-162.5pp | 73.14%-59.3pp |
| Employer contribution / active EE | $5,207 | $2,471+110.7% | $3,679+41.5% | $2,342+122.3% |
| Participant deferral / active EE | $3,817 | $2,854+33.8% | $3,897-2.0% | $3,332+14.6% |
| Admin fee / account holder | $476 | $3,840-87.6% | $5,194-90.8% | $4,645-89.8% |