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 | $114,599 | $70,606+62.3% | $53,898+112.6% | $142,382-19.5% |
| Participation rate | 90.9% | 63.7%+27.2pp | 55.0%+35.9pp | 80.1%+10.8pp |
| Annual return | 13.75% | 619.81%-606.1pp | 528.60%-514.9pp | 217.08%-203.3pp |
| Employer contribution / active EE | $2,455 | $1,202+104.2% | $932+163.3% | $4,299-42.9% |
| Participant deferral / active EE | $7,761 | $2,364+228.3% | $1,826+325.0% | $6,507+19.3% |
| Admin fee / account holder | $8,416 | $2,852+195.1% | $2,491+237.9% | $12,624-33.3% |