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 | $95,076 | $30,400+212.7% | $53,898+76.4% | $84,808+12.1% |
| Participation rate | 89.3% | 46.4%+42.8pp | 55.0%+34.3pp | 68.3%+21.0pp |
| Annual return | 19.01% | 500.19%-481.2pp | 528.60%-509.6pp | 40.90%-21.9pp |
| Employer contribution / active EE | $1,206 | $603+100.2% | $932+29.4% | $2,631-54.1% |
| Participant deferral / active EE | $2,766 | $1,199+130.7% | $1,826+51.4% | $4,212-34.3% |
| Admin fee / account holder | $577 | $1,993-71.0% | $2,491-76.8% | $7,344-92.1% |