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 | $98,181 | $53,516+83.5% | $126,539-22.4% | $84,808+15.8% |
| Participation rate | 97.1% | 58.2%+38.9pp | 69.8%+27.3pp | 68.3%+28.8pp |
| Annual return | 15.16% | 58.34%-43.2pp | 425.95%-410.8pp | 40.90%-25.7pp |
| Employer contribution / active EE | $2,598 | $1,535+69.3% | $3,674-29.3% | $2,631-1.3% |
| Participant deferral / active EE | $5,617 | $2,671+110.3% | $4,083+37.6% | $4,212+33.4% |
| Admin fee / account holder | $901 | $4,497-80.0% | $6,065-85.1% | $7,344-87.7% |