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 | $116,409 | $102,317+13.8% | $146,958-20.8% | $80,856+44.0% |
| Participation rate | 96.9% | 75.8%+21.0pp | 82.2%+14.7pp | 67.6%+29.2pp |
| Annual return | 11.99% | 134.76%-122.8pp | 418.34%-406.3pp | 35.59%-23.6pp |
| Employer contribution / active EE | $6,237 | $3,713+68.0% | $4,933+26.4% | $2,755+126.4% |
| Participant deferral / active EE | $7,670 | $6,644+15.4% | $8,070-5.0% | $4,296+78.5% |
| Admin fee / account holder | $3,853 | $7,941-51.5% | $12,998-70.4% | $6,918-44.3% |