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 | $140,184 | $86,286+62.5% | $111,297+26.0% | $85,850+63.3% |
| Participation rate | 97.3% | 73.3%+24.0pp | 77.3%+20.0pp | 69.3%+28.0pp |
| Annual return | 15.52% | 19.99%-4.5pp | 54.65%-39.1pp | 318.53%-303.0pp |
| Employer contribution / active EE | $6,396 | $2,043+213.0% | $2,731+134.2% | $2,565+149.3% |
| Participant deferral / active EE | $5,560 | $3,641+52.7% | $4,487+23.9% | $3,952+40.7% |
| Admin fee / account holder | $8,852 | $8,188+8.1% | $7,964+11.2% | $6,260+41.4% |