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 | $110,744 | $54,705+102.4% | $71,209+55.5% | $84,808+30.6% |
| Participation rate | 89.6% | 64.1%+25.5pp | 73.8%+15.8pp | 68.3%+21.2pp |
| Annual return | 17.94% | 35.90%-18.0pp | 282.51%-264.6pp | 40.90%-23.0pp |
| Employer contribution / active EE | $5,397 | $2,158+150.1% | $2,721+98.3% | $2,631+105.1% |
| Participant deferral / active EE | $611 | $3,030-79.8% | $4,175-85.4% | $4,212-85.5% |
| Admin fee / account holder | $1,161 | $4,863-76.1% | $5,349-78.3% | $7,344-84.2% |