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 | $96,762 | $74,888+29.2% | $71,209+35.9% | $142,382-32.0% |
| Participation rate | 95.7% | 76.2%+19.4pp | 73.8%+21.9pp | 80.1%+15.5pp |
| Annual return | 15.12% | 345.14%-330.0pp | 282.51%-267.4pp | 217.08%-202.0pp |
| Employer contribution / active EE | $4,484 | $2,854+57.1% | $2,721+64.8% | $4,299+4.3% |
| Participant deferral / active EE | $7,846 | $4,454+76.1% | $4,175+87.9% | $6,507+20.6% |
| Admin fee / account holder | $5,323 | $5,568-4.4% | $5,349-0.5% | $12,624-57.8% |