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 | $102,315 | $54,701+87.0% | $86,188+18.7% | $71,457+43.2% |
| Participation rate | 77.4% | 60.1%+17.2pp | 69.0%+8.4pp | 67.9%+9.4pp |
| Annual return | 19.14% | 20.06%-0.9pp | 1168.45%-1149.3pp | 28.85%-9.7pp |
| Employer contribution / active EE | $2,034 | $1,265+60.8% | $2,380-14.5% | $2,588-21.4% |
| Participant deferral / active EE | $5,941 | $3,108+91.1% | $3,985+49.1% | $4,289+38.5% |
| Admin fee / account holder | $2,978 | $1,922+55.0% | $6,852-56.5% | $1,587+87.6% |