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 | $120,313 | $79,013+52.3% | $100,391+19.8% | $74,495+61.5% |
| Participation rate | 91.1% | 79.5%+11.6pp | 81.5%+9.6pp | 67.2%+23.9pp |
| Annual return | 17.55% | 20.41%-2.9pp | 49.20%-31.6pp | 1364.94%-1347.4pp |
| Employer contribution / active EE | $5,126 | $3,021+69.7% | $3,942+30.0% | $2,623+95.4% |
| Participant deferral / active EE | $14,539 | $7,760+87.4% | $8,082+79.9% | $4,346+234.5% |
| Admin fee / account holder | $3,281 | $1,320+148.6% | $7,899-58.5% | $1,942+69.0% |