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 | $141,781 | $53,127+166.9% | $86,590+63.7% | $70,131+102.2% |
| Participation rate | 94.4% | 65.3%+29.1pp | 73.5%+20.9pp | 69.5%+24.9pp |
| Annual return | 19.26% | 27.66%-8.4pp | 964.84%-945.6pp | 73.14%-53.9pp |
| Employer contribution / active EE | $4,361 | $2,068+110.9% | $2,839+53.6% | $2,342+86.2% |
| Participant deferral / active EE | $9,913 | $2,696+267.7% | $3,609+174.7% | $3,332+197.5% |
| Admin fee / account holder | $5,653 | $3,585+57.7% | $4,906+15.2% | $4,645+21.7% |