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 | $127,880 | $58,927+117.0% | $76,817+66.5% | $72,985+75.2% |
| Participation rate | 88.8% | 67.3%+21.4pp | 72.1%+16.7pp | 69.5%+19.3pp |
| Annual return | 18.91% | 2305.64%-2286.7pp | 1166.11%-1147.2pp | 81.00%-62.1pp |
| Employer contribution / active EE | $4,613 | $1,787+158.2% | $2,302+100.4% | $2,440+89.1% |
| Participant deferral / active EE | $4,301 | $2,690+59.9% | $3,336+28.9% | $3,607+19.2% |
| Admin fee / account holder | $6,855 | $4,013+70.8% | $6,420+6.8% | $5,124+33.8% |