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 | $36,823 | $183,519-79.9% | $155,509-76.3% | $145,922-74.8% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 10.96% | 61.17%-50.2pp | 64.67%-53.7pp | 561.29%-550.3pp |
| Employer contribution / active EE | $6,471 | $5,313+21.8% | $4,672+38.5% | $4,660+38.9% |
| Participant deferral / active EE | $6,885 | $6,462+6.5% | $5,626+22.4% | $6,688+3.0% |
| Admin fee / account holder | $28,345 | $19,313+46.8% | $15,912+78.1% | $13,397+111.6% |