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 | $105,684 | $70,587+49.7% | $124,672-15.2% | $85,850+23.1% |
| Participation rate | 85.3% | 64.4%+20.9pp | 74.6%+10.7pp | 69.3%+16.0pp |
| Annual return | 13.31% | 20688.83%-20675.5pp | 5142.93%-5129.6pp | 318.53%-305.2pp |
| Employer contribution / active EE | $2,768 | $1,913+44.6% | $3,324-16.7% | $2,565+7.9% |
| Participant deferral / active EE | $4,673 | $2,969+57.4% | $4,614+1.3% | $3,952+18.3% |
| Admin fee / account holder | $12,836 | $5,282+143.0% | $7,493+71.3% | $6,260+105.1% |