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 | $58,916 | $53,516+10.1% | $126,539-53.4% | $84,808-30.5% |
| Participation rate | 98.6% | 58.2%+40.3pp | 69.8%+28.8pp | 68.3%+30.3pp |
| Annual return | 17.07% | 58.34%-41.3pp | 425.95%-408.9pp | 40.90%-23.8pp |
| Employer contribution / active EE | $3,792 | $1,535+147.1% | $3,674+3.2% | $2,631+44.1% |
| Participant deferral / active EE | $3,305 | $2,671+23.8% | $4,083-19.0% | $4,212-21.5% |
| Admin fee / account holder | $7,010 | $4,497+55.9% | $6,065+15.6% | $7,344-4.6% |