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 9-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 | $114,178 | $78,422+45.6% | $95,952+19.0% | $79,858+43.0% |
| Participation rate | 92.3% | 73.5%+18.8pp | 77.1%+15.2pp | 69.6%+22.7pp |
| Annual return | 19.66% | 19.37%+0.3pp | 91.61%-72.0pp | 31.71%-12.1pp |
| Employer contribution / active EE | $3,054 | $1,945+57.0% | $2,541+20.2% | $2,471+23.6% |
| Participant deferral / active EE | $2,457 | $3,440-28.6% | $4,167-41.0% | $3,740-34.3% |
| Admin fee / account holder | $25,785 | $5,622+358.6% | $6,795+279.5% | $5,306+385.9% |