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 | $120,801 | $54,705+120.8% | $71,209+69.6% | $84,808+42.4% |
| Participation rate | 95.0% | 64.1%+30.9pp | 73.8%+21.2pp | 68.3%+26.7pp |
| Annual return | 20.31% | 35.90%-15.6pp | 282.51%-262.2pp | 40.90%-20.6pp |
| Employer contribution / active EE | $4,575 | $2,158+112.0% | $2,721+68.2% | $2,631+73.9% |
| Participant deferral / active EE | $7,678 | $3,030+153.4% | $4,175+83.9% | $4,212+82.3% |
| Admin fee / account holder | $4,311 | $4,863-11.4% | $5,349-19.4% | $7,344-41.3% |