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 | $96,889 | $65,561+47.8% | $86,188+12.4% | $75,163+28.9% |
| Participation rate | 95.0% | 60.5%+34.5pp | 69.0%+26.0pp | 67.2%+27.8pp |
| Annual return | 17.15% | 46.05%-28.9pp | 1168.45%-1151.3pp | 160.62%-143.5pp |
| Employer contribution / active EE | $2,777 | $1,553+78.9% | $2,380+16.7% | $2,670+4.0% |
| Participant deferral / active EE | $3,674 | $3,024+21.5% | $3,985-7.8% | $4,125-10.9% |
| Admin fee / account holder | $9,105 | $5,474+66.3% | $6,852+32.9% | $5,651+61.1% |