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 | $84,489 | $70,669+19.6% | $169,368-50.1% | $75,163+12.4% |
| Participation rate | 72.0% | 64.8%+7.2pp | 77.1%-5.2pp | 67.2%+4.8pp |
| Annual return | 19.27% | 36.36%-17.1pp | 405.60%-386.3pp | 160.62%-141.3pp |
| Employer contribution / active EE | $3,357 | $2,211+51.8% | $4,013-16.3% | $2,670+25.7% |
| Participant deferral / active EE | $11,162 | $4,311+159.0% | $6,221+79.4% | $4,125+170.6% |
| Admin fee / account holder | $16,358 | $5,402+202.8% | $9,003+81.7% | $5,651+189.5% |