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 | $119,217 | $48,795+144.3% | $65,493+82.0% | $84,808+40.6% |
| Participation rate | 81.3% | 67.0%+14.3pp | 73.1%+8.2pp | 68.3%+13.0pp |
| Annual return | 13.40% | 20.20%-6.8pp | 982.45%-969.0pp | 40.90%-27.5pp |
| Employer contribution / active EE | $4,232 | $1,930+119.3% | $2,574+64.4% | $2,631+60.9% |
| Participant deferral / active EE | $4,790 | $2,928+63.6% | $3,961+20.9% | $4,212+13.7% |
| Admin fee / account holder | $14,158 | $3,877+265.2% | $5,028+181.6% | $7,344+92.8% |