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 | $114,537 | $63,346+80.8% | $92,233+24.2% | $70,131+63.3% |
| Participation rate | 89.1% | 68.7%+20.4pp | 76.5%+12.6pp | 69.5%+19.5pp |
| Annual return | 15.27% | 530.12%-514.8pp | 176.28%-161.0pp | 73.14%-57.9pp |
| Employer contribution / active EE | $554 | $2,471-77.6% | $3,679-84.9% | $2,342-76.4% |
| Participant deferral / active EE | $5,888 | $2,854+106.3% | $3,897+51.1% | $3,332+76.7% |
| Admin fee / account holder | $2,089 | $3,840-45.6% | $5,194-59.8% | $4,645-55.0% |