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 | $142,355 | $94,625+50.4% | $116,228+22.5% | $84,808+67.9% |
| Participation rate | 96.2% | 70.4%+25.8pp | 74.6%+21.7pp | 68.3%+27.9pp |
| Annual return | 12.67% | 20.40%-7.7pp | 90.06%-77.4pp | 40.90%-28.2pp |
| Employer contribution / active EE | $7,054 | $2,347+200.6% | $2,994+135.6% | $2,631+168.1% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,953-100.0% | $4,212-100.0% |
| Admin fee / account holder | $8,140 | $10,091-19.3% | $11,989-32.1% | $7,344+10.8% |