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 9-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 | $143,844 | $89,753+60.3% | $107,525+33.8% | $84,808+69.6% |
| Participation rate | 97.4% | 68.1%+29.3pp | 75.1%+22.3pp | 68.3%+29.1pp |
| Annual return | 32.01% | 29.48%+2.5pp | 181.32%-149.3pp | 40.90%-8.9pp |
| Employer contribution / active EE | $26,853 | $3,113+762.5% | $3,754+615.4% | $2,631+920.6% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $2,698 | $7,222-62.6% | $8,919-69.7% | $7,344-63.3% |