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 | $108,729 | $63,346+71.6% | $92,233+17.9% | $70,131+55.0% |
| Participation rate | 90.4% | 68.7%+21.7pp | 76.5%+13.9pp | 69.5%+20.9pp |
| Annual return | 16.77% | 530.12%-513.3pp | 176.28%-159.5pp | 73.14%-56.4pp |
| Employer contribution / active EE | $2,345 | $2,471-5.1% | $3,679-36.3% | $2,342+0.1% |
| Participant deferral / active EE | $3,056 | $2,854+7.1% | $3,897-21.6% | $3,332-8.3% |
| Admin fee / account holder | $8,426 | $3,840+119.4% | $5,194+62.2% | $4,645+81.4% |