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 | $109,386 | $60,124+81.9% | $90,404+21.0% | $79,858+37.0% |
| Participation rate | 96.7% | 65.0%+31.7pp | 72.7%+24.0pp | 69.6%+27.0pp |
| Annual return | 20.38% | 71.94%-51.6pp | 1293.02%-1272.6pp | 31.71%-11.3pp |
| Employer contribution / active EE | $5,887 | $2,068+184.7% | $3,262+80.5% | $2,471+138.3% |
| Participant deferral / active EE | $8,496 | $2,938+189.2% | $3,963+114.4% | $3,740+127.2% |
| Admin fee / account holder | $1,514 | $3,976-61.9% | $5,611-73.0% | $5,306-71.5% |