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 | $110,517 | $81,208+36.1% | $98,907+11.7% | $79,858+38.4% |
| Participation rate | 95.2% | 72.5%+22.7pp | 76.0%+19.1pp | 69.6%+25.5pp |
| Annual return | 10.73% | 60.99%-50.3pp | 196.43%-185.7pp | 31.71%-21.0pp |
| Employer contribution / active EE | $3,894 | $1,960+98.7% | $2,689+44.8% | $2,471+57.6% |
| Participant deferral / active EE | $5,938 | $3,265+81.9% | $4,244+39.9% | $3,740+58.8% |
| Admin fee / account holder | $16,459 | $6,013+173.7% | $6,642+147.8% | $5,306+210.2% |