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 | $118,434 | $78,672+50.5% | $109,143+8.5% | $85,850+38.0% |
| Participation rate | 97.4% | 68.3%+29.1pp | 75.9%+21.5pp | 69.3%+28.1pp |
| Annual return | 37.34% | 25.09%+12.3pp | 25.75%+11.6pp | 318.53%-281.2pp |
| Employer contribution / active EE | $14,928 | $2,735+445.9% | $3,722+301.1% | $2,565+482.0% |
| Participant deferral / active EE | $3,891 | $3,467+12.2% | $4,653-16.4% | $3,952-1.5% |
| Admin fee / account holder | $2,414 | $5,469-55.9% | $6,752-64.2% | $6,260-61.4% |