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 | $104,841 | $125,758-16.6% | $169,993-38.3% | $75,163+39.5% |
| Participation rate | 95.5% | 83.6%+11.9pp | 87.0%+8.5pp | 67.2%+28.3pp |
| Annual return | 20.76% | 27.20%-6.4pp | 53.37%-32.6pp | 160.62%-139.9pp |
| Employer contribution / active EE | $7,653 | $4,615+65.8% | $6,785+12.8% | $2,670+186.7% |
| Participant deferral / active EE | $7,168 | $6,837+4.8% | $10,408-31.1% | $4,125+73.8% |
| Admin fee / account holder | $965 | $8,173-88.2% | $12,815-92.5% | $5,651-82.9% |