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 | $114,237 | $74,888+52.5% | $71,209+60.4% | $142,382-19.8% |
| Participation rate | 92.3% | 76.2%+16.1pp | 73.8%+18.6pp | 80.1%+12.2pp |
| Annual return | 13.69% | 345.14%-331.4pp | 282.51%-268.8pp | 217.08%-203.4pp |
| Employer contribution / active EE | $6,180 | $2,854+116.5% | $2,721+127.1% | $4,299+43.8% |
| Participant deferral / active EE | $4,784 | $4,454+7.4% | $4,175+14.6% | $6,507-26.5% |
| Admin fee / account holder | $7,293 | $5,568+31.0% | $5,349+36.3% | $12,624-42.2% |