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 | $87,851 | $58,208+50.9% | $81,812+7.4% | $80,856+8.7% |
| Participation rate | 98.1% | 63.4%+34.7pp | 72.3%+25.8pp | 67.6%+30.5pp |
| Annual return | 16.51% | 41.66%-25.1pp | 773.79%-757.3pp | 35.59%-19.1pp |
| Employer contribution / active EE | $6,313 | $2,340+169.8% | $2,912+116.8% | $2,755+129.2% |
| Participant deferral / active EE | $10,968 | $3,281+234.3% | $4,319+154.0% | $4,296+155.3% |
| Admin fee / account holder | $6,169 | $4,981+23.8% | $7,386-16.5% | $6,918-10.8% |