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 | $121,658 | $102,317+18.9% | $146,958-17.2% | $80,856+50.5% |
| Participation rate | 96.6% | 75.8%+20.8pp | 82.2%+14.5pp | 67.6%+29.0pp |
| Annual return | 16.77% | 134.76%-118.0pp | 418.34%-401.6pp | 35.59%-18.8pp |
| Employer contribution / active EE | $5,315 | $3,713+43.2% | $4,933+7.8% | $2,755+92.9% |
| Participant deferral / active EE | $15,330 | $6,644+130.7% | $8,070+90.0% | $4,296+256.9% |
| Admin fee / account holder | $16,376 | $7,941+106.2% | $12,998+26.0% | $6,918+136.7% |