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 | $114,445 | $100,773+13.6% | $88,946+28.7% | $142,382-19.6% |
| Participation rate | 86.7% | 74.3%+12.4pp | 68.8%+17.8pp | 80.1%+6.5pp |
| Annual return | 15.55% | 70.18%-54.6pp | 57.82%-42.3pp | 217.08%-201.5pp |
| Employer contribution / active EE | $5,478 | $2,918+87.8% | $2,555+114.4% | $4,299+27.4% |
| Participant deferral / active EE | $9,434 | $5,230+80.4% | $4,581+105.9% | $6,507+45.0% |
| Admin fee / account holder | $29,993 | $9,693+209.4% | $8,261+263.1% | $12,624+137.6% |