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 | $122,765 | $56,114+118.8% | $96,139+27.7% | $85,850+43.0% |
| Participation rate | 93.6% | 56.7%+36.9pp | 68.4%+25.2pp | 69.3%+24.3pp |
| Annual return | 16.05% | 42.30%-26.3pp | 191.94%-175.9pp | 318.53%-302.5pp |
| Employer contribution / active EE | $2,959 | $1,620+82.7% | $2,797+5.8% | $2,565+15.4% |
| Participant deferral / active EE | $5,716 | $2,859+99.9% | $4,349+31.4% | $3,952+44.6% |
| Admin fee / account holder | $3,541 | $3,768-6.0% | $5,537-36.0% | $6,260-43.4% |