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 | $111,407 | $85,766+29.9% | $136,294-18.3% | $70,131+58.9% |
| Participation rate | 80.4% | 74.2%+6.2pp | 81.9%-1.5pp | 69.5%+10.9pp |
| Annual return | 14.92% | 31.45%-16.5pp | 5155.94%-5141.0pp | 73.14%-58.2pp |
| Employer contribution / active EE | $3,805 | $2,966+28.3% | $4,695-19.0% | $2,342+62.5% |
| Participant deferral / active EE | $7,719 | $5,051+52.8% | $6,247+23.6% | $3,332+131.7% |
| Admin fee / account holder | $33,721 | $5,420+522.1% | $9,243+264.8% | $4,645+625.9% |