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 | $117,817 | $58,208+102.4% | $81,812+44.0% | $80,856+45.7% |
| Participation rate | 76.0% | 63.4%+12.6pp | 72.3%+3.7pp | 67.6%+8.4pp |
| Annual return | 13.67% | 41.66%-28.0pp | 773.79%-760.1pp | 35.59%-21.9pp |
| Employer contribution / active EE | $3,902 | $2,340+66.8% | $2,912+34.0% | $2,755+41.7% |
| Participant deferral / active EE | $9,598 | $3,281+192.5% | $4,319+122.2% | $4,296+123.4% |
| Admin fee / account holder | $12,172 | $4,981+144.4% | $7,386+64.8% | $6,918+76.0% |