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 | $116,334 | $49,922+133.0% | $80,569+44.4% | $75,163+54.8% |
| Participation rate | 96.4% | 55.3%+41.1pp | 67.0%+29.4pp | 67.2%+29.2pp |
| Annual return | 15.12% | 34.69%-19.6pp | 935.43%-920.3pp | 160.62%-145.5pp |
| Employer contribution / active EE | $3,534 | $1,698+108.1% | $2,723+29.8% | $2,670+32.4% |
| Participant deferral / active EE | $4,432 | $2,990+48.2% | $4,447-0.4% | $4,125+7.4% |
| Admin fee / account holder | $993 | $3,577-72.2% | $5,377-81.5% | $5,651-82.4% |