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 | $82,219 | $58,208+41.3% | $81,812+0.5% | $80,856+1.7% |
| Participation rate | 87.5% | 63.4%+24.1pp | 72.3%+15.2pp | 67.6%+19.9pp |
| Annual return | 11.70% | 41.66%-30.0pp | 773.79%-762.1pp | 35.59%-23.9pp |
| Employer contribution / active EE | $2,615 | $2,340+11.7% | $2,912-10.2% | $2,755-5.1% |
| Participant deferral / active EE | $6,010 | $3,281+83.2% | $4,319+39.2% | $4,296+39.9% |
| Admin fee / account holder | $28,002 | $4,981+462.1% | $7,386+279.1% | $6,918+304.8% |