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 8-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 | $121,091 | $81,460+48.7% | $103,333+17.2% | $80,856+49.8% |
| Participation rate | 91.8% | 66.8%+25.0pp | 74.5%+17.3pp | 67.6%+24.2pp |
| Annual return | 56.96% | 25.55%+31.4pp | 24.88%+32.1pp | 35.59%+21.4pp |
| Employer contribution / active EE | $10,396 | $3,105+234.8% | $3,868+168.8% | $2,755+277.4% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $5,864 | $6,566-10.7% | $8,355-29.8% | $6,918-15.2% |