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 | $123,023 | $54,705+124.9% | $71,209+72.8% | $84,808+45.1% |
| Participation rate | 97.4% | 64.1%+33.3pp | 73.8%+23.6pp | 68.3%+29.1pp |
| Annual return | 27.60% | 35.90%-8.3pp | 282.51%-254.9pp | 40.90%-13.3pp |
| Employer contribution / active EE | $8,802 | $2,158+307.9% | $2,721+223.5% | $2,631+234.5% |
| Participant deferral / active EE | $10,239 | $3,030+237.9% | $4,175+145.2% | $4,212+143.1% |
| Admin fee / account holder | $6,718 | $4,863+38.1% | $5,349+25.6% | $7,344-8.5% |