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 8-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 | $123,442 | $78,485+57.3% | $106,213+16.2% | $74,495+65.7% |
| Participation rate | 92.9% | 72.8%+20.1pp | 75.3%+17.6pp | 67.2%+25.7pp |
| Annual return | 19.17% | 15.95%+3.2pp | 116.14%-97.0pp | 1364.94%-1345.8pp |
| Employer contribution / active EE | $5,747 | $2,523+127.8% | $3,171+81.2% | $2,623+119.1% |
| Participant deferral / active EE | $12,392 | $4,322+186.7% | $5,016+147.0% | $4,346+185.1% |
| Admin fee / account holder | $4,439 | $2,232+98.9% | $11,033-59.8% | $1,942+128.6% |