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 | $88,810 | $70,606+25.8% | $53,898+64.8% | $142,382-37.6% |
| Participation rate | 94.7% | 63.7%+31.0pp | 55.0%+39.8pp | 80.1%+14.6pp |
| Annual return | 15.85% | 619.81%-604.0pp | 528.60%-512.7pp | 217.08%-201.2pp |
| Employer contribution / active EE | $4,798 | $1,202+299.2% | $932+414.8% | $4,299+11.6% |
| Participant deferral / active EE | $6,962 | $2,364+194.5% | $1,826+281.2% | $6,507+7.0% |
| Admin fee / account holder | $4,276 | $2,852+50.0% | $2,491+71.7% | $12,624-66.1% |