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 6-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 | $109,485 | $68,346+60.2% | $94,646+15.7% | $75,163+45.7% |
| Participation rate | 97.0% | 76.1%+20.9pp | 80.8%+16.1pp | 67.2%+29.8pp |
| Annual return | 29.52% | 616.93%-587.4pp | 156.71%-127.2pp | 160.62%-131.1pp |
| Employer contribution / active EE | $12,218 | $2,701+352.4% | $3,672+232.7% | $2,670+357.6% |
| Participant deferral / active EE | $16,569 | $6,537+153.5% | $7,418+123.4% | $4,125+301.7% |
| Admin fee / account holder | $5,803 | $5,326+9.0% | $7,231-19.7% | $5,651+2.7% |