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 | $110,599 | $93,571+18.2% | $135,903-18.6% | $75,163+47.1% |
| Participation rate | 93.1% | 75.2%+17.9pp | 81.9%+11.2pp | 67.2%+25.9pp |
| Annual return | 22.93% | 30.90%-8.0pp | 68.23%-45.3pp | 160.62%-137.7pp |
| Employer contribution / active EE | $4,700 | $3,537+32.9% | $4,856-3.2% | $2,670+76.0% |
| Participant deferral / active EE | $10,956 | $6,404+71.1% | $7,758+41.2% | $4,125+165.6% |
| Admin fee / account holder | $2,822 | $6,975-59.5% | $10,762-73.8% | $5,651-50.1% |