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 | $122,137 | $58,927+107.3% | $76,817+59.0% | $72,985+67.3% |
| Participation rate | 91.5% | 67.3%+24.2pp | 72.1%+19.5pp | 69.5%+22.1pp |
| Annual return | 23.47% | 2305.64%-2282.2pp | 1166.11%-1142.6pp | 81.00%-57.5pp |
| Employer contribution / active EE | $1,670 | $1,787-6.6% | $2,302-27.5% | $2,440-31.6% |
| Participant deferral / active EE | $5,373 | $2,690+99.7% | $3,336+61.1% | $3,607+49.0% |
| Admin fee / account holder | $10,116 | $4,013+152.1% | $6,420+57.6% | $5,124+97.4% |