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 | $100,039 | $58,828+70.1% | $77,999+28.3% | $62,891+59.1% |
| Participation rate | 90.2% | 71.1%+19.1pp | 75.5%+14.7pp | 69.3%+20.9pp |
| Annual return | 16.42% | 17.16%-0.7pp | 425.96%-409.5pp | 20.14%-3.7pp |
| Employer contribution / active EE | $11,837 | $1,672+608.1% | $2,470+379.2% | $2,281+419.0% |
| Participant deferral / active EE | $6,989 | $2,686+160.2% | $3,497+99.9% | $3,203+118.2% |
| Admin fee / account holder | $387 | $4,393-91.2% | $5,480-92.9% | $4,296-91.0% |