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 | $142,280 | $105,181+35.3% | $159,436-10.8% | $85,850+65.7% |
| Participation rate | 97.1% | 75.8%+21.4pp | 82.8%+14.3pp | 69.3%+27.8pp |
| Annual return | 13.72% | 45.07%-31.4pp | 263.57%-249.9pp | 318.53%-304.8pp |
| Employer contribution / active EE | $3,714 | $3,318+11.9% | $4,829-23.1% | $2,565+44.8% |
| Participant deferral / active EE | $6,805 | $5,945+14.5% | $7,352-7.4% | $3,952+72.2% |
| Admin fee / account holder | $18,135 | $6,933+161.6% | $10,799+67.9% | $6,260+189.7% |