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 | $107,607 | $81,625+31.8% | $167,512-35.8% | $74,304+44.8% |
| Participation rate | 89.9% | 60.0%+29.9pp | 77.1%+12.9pp | 60.3%+29.6pp |
| Annual return | 19.70% | 26.09%-6.4pp | 1615.79%-1596.1pp | 29.43%-9.7pp |
| Employer contribution / active EE | $6,257 | $2,010+211.3% | $3,882+61.2% | $2,241+179.2% |
| Participant deferral / active EE | $12,681 | $4,115+208.2% | $6,405+98.0% | $3,767+236.6% |
| Admin fee / account holder | $14,787 | $3,474+325.6% | $9,769+51.4% | $2,969+398.1% |