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 | $111,802 | $74,888+49.3% | $71,209+57.0% | $142,382-21.5% |
| Participation rate | 95.0% | 76.2%+18.8pp | 73.8%+21.2pp | 80.1%+14.9pp |
| Annual return | 14.54% | 345.14%-330.6pp | 282.51%-268.0pp | 217.08%-202.5pp |
| Employer contribution / active EE | $9,014 | $2,854+215.8% | $2,721+231.3% | $4,299+109.7% |
| Participant deferral / active EE | $11,742 | $4,454+163.6% | $4,175+181.2% | $6,507+80.4% |
| Admin fee / account holder | $28,372 | $5,568+409.5% | $5,349+430.4% | $12,624+124.8% |