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 9-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 | $138,635 | $74,888+85.1% | $71,209+94.7% | $142,382-2.6% |
| Participation rate | 93.3% | 76.2%+17.1pp | 73.8%+19.6pp | 80.1%+13.2pp |
| Annual return | 16.28% | 345.14%-328.9pp | 282.51%-266.2pp | 217.08%-200.8pp |
| Employer contribution / active EE | $4,963 | $2,854+73.9% | $2,721+82.4% | $4,299+15.4% |
| Participant deferral / active EE | $15,129 | $4,454+239.7% | $4,175+262.4% | $6,507+132.5% |
| Admin fee / account holder | $21,628 | $5,568+288.4% | $5,349+304.4% | $12,624+71.3% |