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 | $130,522 | $86,286+51.3% | $111,297+17.3% | $85,850+52.0% |
| Participation rate | 88.2% | 73.3%+14.9pp | 77.3%+10.9pp | 69.3%+18.9pp |
| Annual return | 43.19% | 19.99%+23.2pp | 54.65%-11.5pp | 318.53%-275.3pp |
| Employer contribution / active EE | $3,065 | $2,043+50.0% | $2,731+12.2% | $2,565+19.5% |
| Participant deferral / active EE | $3,100 | $3,641-14.9% | $4,487-30.9% | $3,952-21.6% |
| Admin fee / account holder | $2,583 | $8,188-68.5% | $7,964-67.6% | $6,260-58.7% |