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 4-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 | $129,637 | $94,625+37.0% | $116,228+11.5% | $84,808+52.9% |
| Participation rate | 94.0% | 70.4%+23.6pp | 74.6%+19.4pp | 68.3%+25.7pp |
| Annual return | 17.42% | 20.40%-3.0pp | 90.06%-72.6pp | 40.90%-23.5pp |
| Employer contribution / active EE | $1,425 | $2,347-39.3% | $2,994-52.4% | $2,631-45.8% |
| Participant deferral / active EE | $9,503 | $3,972+139.3% | $4,953+91.9% | $4,212+125.6% |
| Admin fee / account holder | $12,556 | $10,091+24.4% | $11,989+4.7% | $7,344+71.0% |