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 | $121,236 | $79,449+52.6% | $189,557-36.0% | $85,850+41.2% |
| Participation rate | 98.3% | 66.0%+32.3pp | 78.4%+19.8pp | 69.3%+29.0pp |
| Annual return | 22.58% | 18.45%+4.1pp | 64.17%-41.6pp | 318.53%-296.0pp |
| Employer contribution / active EE | $3,912 | $2,081+88.0% | $4,412-11.4% | $2,565+52.5% |
| Participant deferral / active EE | $10,851 | $4,051+167.8% | $6,174+75.8% | $3,952+174.6% |
| Admin fee / account holder | $11,843 | $5,377+120.2% | $9,807+20.8% | $6,260+89.2% |