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 | $106,004 | $72,277+46.7% | $101,248+4.7% | $79,858+32.7% |
| Participation rate | 96.8% | 68.5%+28.4pp | 75.8%+21.0pp | 69.6%+27.2pp |
| Annual return | 50.57% | 22.30%+28.3pp | 46.47%+4.1pp | 31.71%+18.9pp |
| Employer contribution / active EE | $4,766 | $2,692+77.1% | $3,660+30.2% | $2,471+92.9% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $6,115 | $4,400+39.0% | $5,945+2.9% | $5,306+15.2% |