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 | $107,975 | $91,190+18.4% | $178,490-39.5% | $79,858+35.2% |
| Participation rate | 98.8% | 69.2%+29.5pp | 81.9%+16.8pp | 69.6%+29.1pp |
| Annual return | 17.85% | 24.19%-6.3pp | 151.07%-133.2pp | 31.71%-13.9pp |
| Employer contribution / active EE | $7,888 | $3,256+142.3% | $5,011+57.4% | $2,471+219.2% |
| Participant deferral / active EE | $5,267 | $3,236+62.7% | $5,202+1.3% | $3,740+40.8% |
| Admin fee / account holder | $8,252 | $6,751+22.2% | $13,984-41.0% | $5,306+55.5% |