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 | $107,820 | $69,515+55.1% | $86,874+24.1% | $85,850+25.6% |
| Participation rate | 84.3% | 66.3%+18.0pp | 71.6%+12.6pp | 69.3%+15.0pp |
| Annual return | 19.69% | 20.12%-0.4pp | 63.52%-43.8pp | 318.53%-298.8pp |
| Employer contribution / active EE | $8,848 | $1,880+370.5% | $2,495+254.6% | $2,565+244.9% |
| Participant deferral / active EE | $4,132 | $2,919+41.5% | $3,699+11.7% | $3,952+4.6% |
| Admin fee / account holder | $9,639 | $5,972+61.4% | $5,828+65.4% | $6,260+54.0% |