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 | $118,239 | $63,861+85.2% | $104,607+13.0% | $79,858+48.1% |
| Participation rate | 83.9% | 64.9%+18.9pp | 74.1%+9.8pp | 69.6%+14.2pp |
| Annual return | 21.85% | 21.30%+0.6pp | 340.46%-318.6pp | 31.71%-9.9pp |
| Employer contribution / active EE | $10,284 | $1,588+547.5% | $2,681+283.6% | $2,471+316.2% |
| Participant deferral / active EE | $2,812 | $2,693+4.4% | $3,740-24.8% | $3,740-24.8% |
| Admin fee / account holder | $6,421 | $4,185+53.4% | $6,473-0.8% | $5,306+21.0% |