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 | $111,382 | $63,346+75.8% | $92,233+20.8% | $70,131+58.8% |
| Participation rate | 85.7% | 68.7%+17.0pp | 76.5%+9.2pp | 69.5%+16.2pp |
| Annual return | 15.19% | 530.12%-514.9pp | 176.28%-161.1pp | 73.14%-58.0pp |
| Employer contribution / active EE | $765 | $2,471-69.0% | $3,679-79.2% | $2,342-67.3% |
| Participant deferral / active EE | $5,267 | $2,854+84.6% | $3,897+35.2% | $3,332+58.1% |
| Admin fee / account holder | $2,871 | $3,840-25.2% | $5,194-44.7% | $4,645-38.2% |