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 | $70,268 | $58,208+20.7% | $81,812-14.1% | $80,856-13.1% |
| Participation rate | 88.6% | 63.4%+25.2pp | 72.3%+16.2pp | 67.6%+20.9pp |
| Annual return | 16.18% | 41.66%-25.5pp | 773.79%-757.6pp | 35.59%-19.4pp |
| Employer contribution / active EE | $2,563 | $2,340+9.5% | $2,912-12.0% | $2,755-7.0% |
| Participant deferral / active EE | $4,968 | $3,281+51.4% | $4,319+15.0% | $4,296+15.7% |
| Admin fee / account holder | $5,478 | $4,981+10.0% | $7,386-25.8% | $6,918-20.8% |