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 | $119,087 | $60,124+98.1% | $90,404+31.7% | $79,858+49.1% |
| Participation rate | 95.1% | 65.0%+30.1pp | 72.7%+22.4pp | 69.6%+25.4pp |
| Annual return | 15.07% | 71.94%-56.9pp | 1293.02%-1277.9pp | 31.71%-16.6pp |
| Employer contribution / active EE | $3,052 | $2,068+47.6% | $3,262-6.4% | $2,471+23.5% |
| Participant deferral / active EE | $7,594 | $2,938+158.5% | $3,963+91.6% | $3,740+103.1% |
| Admin fee / account holder | $11,645 | $3,976+192.9% | $5,611+107.5% | $5,306+119.5% |