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 | $113,620 | $63,346+79.4% | $92,233+23.2% | $70,131+62.0% |
| Participation rate | 88.2% | 68.7%+19.6pp | 76.5%+11.8pp | 69.5%+18.7pp |
| Annual return | 14.54% | 530.12%-515.6pp | 176.28%-161.7pp | 73.14%-58.6pp |
| Employer contribution / active EE | $4,328 | $2,471+75.2% | $3,679+17.6% | $2,342+84.8% |
| Participant deferral / active EE | $4,119 | $2,854+44.3% | $3,897+5.7% | $3,332+23.6% |
| Admin fee / account holder | $6,677 | $3,840+73.9% | $5,194+28.6% | $4,645+43.7% |