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 | $118,568 | $77,314+53.4% | $177,989-33.4% | $80,856+46.6% |
| Participation rate | 91.7% | 65.7%+26.0pp | 77.1%+14.6pp | 67.6%+24.0pp |
| Annual return | 24.55% | 18.09%+6.5pp | 294.48%-269.9pp | 35.59%-11.0pp |
| Employer contribution / active EE | $4,186 | $2,292+82.6% | $3,949+6.0% | $2,755+52.0% |
| Participant deferral / active EE | $8,521 | $4,411+93.2% | $6,276+35.8% | $4,296+98.4% |
| Admin fee / account holder | $10,882 | $7,191+51.3% | $10,363+5.0% | $6,918+57.3% |