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 | $112,833 | $54,705+106.3% | $71,209+58.5% | $84,808+33.0% |
| Participation rate | 98.2% | 64.1%+34.1pp | 73.8%+24.4pp | 68.3%+29.9pp |
| Annual return | 14.43% | 35.90%-21.5pp | 282.51%-268.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $6,638 | $2,158+207.6% | $2,721+143.9% | $2,631+152.3% |
| Participant deferral / active EE | $8,801 | $3,030+190.4% | $4,175+110.8% | $4,212+109.0% |
| Admin fee / account holder | $9,838 | $4,863+102.3% | $5,349+83.9% | $7,344+34.0% |