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 8-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 | $116,847 | $74,888+56.0% | $71,209+64.1% | $142,382-17.9% |
| Participation rate | 73.3% | 76.2%-2.9pp | 73.8%-0.4pp | 80.1%-6.8pp |
| Annual return | 22.85% | 345.14%-322.3pp | 282.51%-259.7pp | 217.08%-194.2pp |
| Employer contribution / active EE | $4,928 | $2,854+72.7% | $2,721+81.1% | $4,299+14.6% |
| Participant deferral / active EE | $8,974 | $4,454+101.5% | $4,175+114.9% | $6,507+37.9% |
| Admin fee / account holder | $14,686 | $5,568+163.7% | $5,349+174.6% | $12,624+16.3% |