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 | $109,615 | $58,208+88.3% | $81,812+34.0% | $80,856+35.6% |
| Participation rate | 84.6% | 63.4%+21.2pp | 72.3%+12.3pp | 67.6%+17.0pp |
| Annual return | 12.88% | 41.66%-28.8pp | 773.79%-760.9pp | 35.59%-22.7pp |
| Employer contribution / active EE | $3,746 | $2,340+60.1% | $2,912+28.6% | $2,755+36.0% |
| Participant deferral / active EE | $7,424 | $3,281+126.3% | $4,319+71.9% | $4,296+72.8% |
| Admin fee / account holder | $16,741 | $4,981+236.1% | $7,386+126.7% | $6,918+142.0% |