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 | $106,885 | $58,926+81.4% | $97,226+9.9% | $74,495+43.5% |
| Participation rate | 96.0% | 63.5%+32.5pp | 72.7%+23.4pp | 67.2%+28.8pp |
| Annual return | 17.48% | 16.04%+1.4pp | 75.13%-57.7pp | 1364.94%-1347.5pp |
| Employer contribution / active EE | $2,627 | $1,894+38.7% | $2,729-3.7% | $2,623+0.1% |
| Participant deferral / active EE | $11,532 | $3,664+214.7% | $4,264+170.5% | $4,346+165.4% |
| Admin fee / account holder | $8,953 | $1,974+353.6% | $5,654+58.4% | $1,942+361.1% |