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 | $131,455 | $78,705+67.0% | $117,854+11.5% | $70,131+87.4% |
| Participation rate | 97.6% | 73.2%+24.4pp | 79.7%+18.0pp | 69.5%+28.1pp |
| Annual return | 21.56% | 23.30%-1.7pp | 335.08%-313.5pp | 73.14%-51.6pp |
| Employer contribution / active EE | $3,195 | $2,223+43.7% | $3,786-15.6% | $2,342+36.4% |
| Participant deferral / active EE | $6,010 | $3,297+82.3% | $4,482+34.1% | $3,332+80.4% |
| Admin fee / account holder | $37,358 | $5,065+637.5% | $8,020+365.8% | $4,645+704.2% |