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 | $138,415 | $58,208+137.8% | $81,812+69.2% | $80,856+71.2% |
| Participation rate | 90.9% | 63.4%+27.5pp | 72.3%+18.6pp | 67.6%+23.3pp |
| Annual return | 24.69% | 41.66%-17.0pp | 773.79%-749.1pp | 35.59%-10.9pp |
| Employer contribution / active EE | $4,370 | $2,340+86.8% | $2,912+50.1% | $2,755+58.6% |
| Participant deferral / active EE | $4,217 | $3,281+28.5% | $4,319-2.3% | $4,296-1.8% |
| Admin fee / account holder | $9,436 | $4,981+89.4% | $7,386+27.7% | $6,918+36.4% |