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 | $128,412 | $60,022+113.9% | $88,946+44.4% | $84,808+51.4% |
| Participation rate | 98.9% | 57.8%+41.1pp | 68.8%+30.1pp | 68.3%+30.6pp |
| Annual return | 49.86% | 22.43%+27.4pp | 57.82%-8.0pp | 40.90%+9.0pp |
| Employer contribution / active EE | $5,787 | $1,703+239.9% | $2,555+126.5% | $2,631+120.0% |
| Participant deferral / active EE | $0 | $3,114-100.0% | $4,581-100.0% | $4,212-100.0% |
| Admin fee / account holder | $4,370 | $4,811-9.2% | $8,261-47.1% | $7,344-40.5% |