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 | $112,374 | $74,888+50.1% | $71,209+57.8% | $142,382-21.1% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.1%+8.8pp |
| Annual return | 14.29% | 345.14%-330.8pp | 282.51%-268.2pp | 217.08%-202.8pp |
| Employer contribution / active EE | $3,193 | $2,854+11.9% | $2,721+17.4% | $4,299-25.7% |
| Participant deferral / active EE | $15,544 | $4,454+249.0% | $4,175+272.3% | $6,507+138.9% |
| Admin fee / account holder | $27,167 | $5,568+387.9% | $5,349+407.9% | $12,624+115.2% |