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 | $107,894 | $58,208+85.4% | $81,812+31.9% | $80,856+33.4% |
| Participation rate | 95.7% | 63.4%+32.2pp | 72.3%+23.3pp | 67.6%+28.0pp |
| Annual return | 11.92% | 41.66%-29.7pp | 773.79%-761.9pp | 35.59%-23.7pp |
| Employer contribution / active EE | $4,558 | $2,340+94.8% | $2,912+56.5% | $2,755+65.5% |
| Participant deferral / active EE | $11,981 | $3,281+265.2% | $4,319+177.4% | $4,296+178.9% |
| Admin fee / account holder | $19,517 | $4,981+291.8% | $7,386+164.2% | $6,918+182.1% |