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 | $103,242 | $30,400+239.6% | $53,898+91.6% | $84,808+21.7% |
| Participation rate | 83.1% | 46.4%+36.7pp | 55.0%+28.2pp | 68.3%+14.8pp |
| Annual return | 30.20% | 500.19%-470.0pp | 528.60%-498.4pp | 40.90%-10.7pp |
| Employer contribution / active EE | $701 | $603+16.3% | $932-24.8% | $2,631-73.4% |
| Participant deferral / active EE | $5,093 | $1,199+324.9% | $1,826+178.9% | $4,212+20.9% |
| Admin fee / account holder | $1,484 | $1,993-25.6% | $2,491-40.4% | $7,344-79.8% |